Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Daylite
Trigger: Watch Company Updated
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a company is updated in Daylite.

  • Triggers when a person is sent to the Trash in Daylite.

  • Triggers when a person is updated in Daylite.

  • Triggers when a form is updated in DayLite.

  • Triggers when a new appointment is created in Daylite.

  • Triggers when a new company is created in Daylite.

  • Triggers when a new person is created in Daylite.

  • Triggers when a new form is created in Daylite.

  • Triggers when a new note is created in Daylite.

  • Triggers when a new opportunity is created in Daylite.

  • Triggers when a new project is created in Daylite.

  • Triggers when a new task is created in Daylite.

  • Triggers when a note is updated in Daylite.

  • Triggers when an opportunity is updated in Daylite.

  • Triggers when a project is updated in Daylite.

  • Triggers when a task is updated in Daylite.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)