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.

Pipeliner CRM
Trigger: Watch New Account
Pinterest
Action: Select an action
1. Select a trigger
  • Triggers when a new account is created.

  • Triggers when a new appointment is created.

  • Triggers when a new contact is created.

  • Triggers when a new lead is created.

  • Triggers when a new opportunity is created.

  • Triggers when a new task is created.

  • Triggers when an account is updated.

  • Triggers when an appointment is updated.

  • Triggers when a contact is updated.

  • Triggers when a lead is updated.

  • Triggers when an opportunity is updated.

  • Triggers when a task is updated.

2. Select an action
  • Creates a board.

  • Creates a new pin.

  • Deletes a specific board.

  • Deletes the selected pin.

  • Retrieves information about a specific board.

  • Returns information about a pin.

  • Performs an arbitrary authorized API call.

  • Updates a specific board.

  • Updates the selected pin.

Select a trigger and an action

Create workflow (opens in a new tab)