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.

Moon Invoice
Trigger: Watch Contacts
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new contact is created or updated.

  • Triggers when a new estimate is created.

  • Triggers when a new product is created or updated.

  • Triggers when a new service is created or updated.

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

Select a trigger and an action

Create workflow (opens in a new tab)