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.

Nutshell
Trigger: Watch Activities
Seliom
Action: Select an action
1. Select a trigger
  • Triggers when a new activity has been created.

  • Triggers when a new company has been created.

  • Triggers when a new lead has been won.

  • Triggers when a new lead has been created.

  • Triggers when a new person has been created.

2. Select an action
  • Creates a case for a selected process template.

  • Performs an arbitrary authorized API call.

  • Triggers an event with data to a case that is waiting for it.

  • Uploads a file to your organization's repository.

Select a trigger and an action

Create workflow (opens in a new tab)