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.

Printavo
Trigger: Watch Customers
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new customer is created.

  • Triggers when a new expense is created.

  • Triggers when a new inquiry is created.

  • Triggers when a new order status is created.

  • Triggers when a new order is created.

  • Triggers when a new payment term is created.

  • Triggers when a new payment is created.

  • Triggers when a new task is created.

  • Triggers when an order is updated.

  • Triggers when a new user is created.

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

Select a trigger and an action

Create workflow (opens in a new tab)