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.

noCRM.io
Trigger: Watch Lead (Manual Trigger)
Make AI Toolkit
Action: Select an action
1. Select a trigger
  • Triggers when someone clicks on the lead Actions menu for a manual fire. This trigger only works for Expert edition.

  • Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition.

  • Triggers when the content(description) of a lead is updated. This trigger only works for Expert edition.

  • Triggers when a new lead is created.

  • Triggers when a lead is deleted. This trigger only works for Expert edition.

  • Triggers when a specific status of the lead is changed.

  • Triggers when a step of a lead is changed. This trigger only works for Expert edition.

  • Triggers when a prospect is created in a prospect list. This trigger only works for Expert edition.

  • Triggers when a specific status of the task is changed. This trigger only works for Expert edition.

  • Triggers when a lead is created unassigned. This trigger only works for Expert edition.

2. Select an action
  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)