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
Shopify
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
  • Adjusts the inventory level by a relative amount.

  • Creates a new customer with the provided information.

  • Creates a fulfillment for a given fulfillment order.

  • Creates a new product.

  • Creates a new product variant.

  • Creates a new article.

  • Creates a new order.

  • Returns information about a specific customer by their ID.

  • Returns information about a specific product by its ID.

  • Returns information about a specific product variant by its ID.

  • Returns information about a specific order, including fulfillment order IDs.

  • Sends a custom GraphQL API call to Shopify. You can use this to call endpoints that aren’t covered by existing modules.

  • Sends a custom REST API call to Shopify legacy API. You can use this to call endpoints that aren’t covered by existing modules.

  • Updates an existing customer with the provided information.

  • Updates a product.

  • Updates an existing product variant.

  • Updates the inventory level to an exact quantity.

  • Updates an order.

Select a trigger and an action

Create workflow (opens in a new tab)