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
RingCentral
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
  • Creates a new contact

  • Returns call recordings by ID.

  • Gets details for a particular call by ID.

  • Gets details for a particular message by ID.

  • Returns presence status of an extension or several extensions.

  • Makes a ringout call.

  • Performs an arbitrary authorized API call.

  • Removes a webhook.

  • Sends a fax.

  • Sends SMS.

  • Starts a call recording by Telephony Session ID and party ID.

  • Updates existing contact.

Select a trigger and an action

Create workflow (opens in a new tab)