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.

Paymo
Trigger: Watch New Clients
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new client has been created.

  • Triggers when a new invoice has been created.

  • Triggers when a new project has been created.

  • Triggers when a new task list has been created.

  • Triggers when a new task has been created.

  • Triggers when a new time entry has been created.

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

Select a trigger and an action

Create workflow (opens in a new tab)