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.

MyPreferences 3.0
Trigger: Watch consents
Anthropic Claude
Action: Select an action
1. Select a trigger
  • Triggers when a consent is created, updated or archived

  • Triggers when a contact element, email address, phone number, mailing address, customer type, and alternate id gets created, updated, or archived

  • Triggers when a custom field gets added, updated, or deleted.

  • Triggers when a group is added, updated, or deleted.

  • Triggers when a preference is created, updated or archived

  • Triggers when a profile is created or updated

  • Triggers when an standard profile field is updated.

  • Triggers when a tag is added or deleted for a profile.

2. Select an action
  • Creates a memory in a memory store.

  • Creates a memory store.

  • Creates a new prompt based on a structured list of input messages.

  • Creates a session.

  • Creates a new Skill.

  • Creates a new Skill version.

  • Deletes an existing file.

  • Deletes an existing Skill.

  • Deletes an existing Skill version.

  • Downloads a Claude-generated file.

  • Retrieves an existing file's metadata.

  • Retrieves an existing Skill.

  • Retrieves an existing Skill version.

  • Performs an arbitrary authorized API call.

  • Sends events to a session.

  • Generates text responses from prompts without requiring an account or connection.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)