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.

HubSpot CRM
Trigger: Watch Companies
Pro Crew Schedule
Action: Select an action
1. Select a trigger
  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action
  • Creates a new Crew.

  • Creates a new Picklist.

  • Creates a new Schedule

  • Creates a new Task

  • Creates a new relation between a Task and an Employee

  • Creates a new Time Tracker.

  • Creates a new Time-Off request.

  • Creates a new Employee

  • Creates a new Inventory.

  • Deletes an existing Crew.

  • Deletes an existing Picklist.

  • Deletes an existing Schedule.

  • Deletes an existing Task.

  • Deletes an existing relation between a Task and an Employee.

  • Deletes an existing Time Tracker.

  • Deletes an existing Time-Off request

  • Deletes an Attachment.

  • Deletes an existing Employee

  • Deletes an existing Inventory.

  • Retrieves a Crew instance.

  • Retrieves a Picklist instance.

  • Retrieves a Schedule instance.

  • Retrieves a Task instance.

  • Retrieves a relation entity between a Task and an Employee.

  • Retrieves a Time-Off request.

  • Retrieves a Time Tracker.

  • Retrieves an Attachment.

  • Retrieves an Employee instance.

  • Retrieves an Inventory instance.

  • Make an universal API call

  • Updates an existing Crew.

  • Updates an existing Picklist.

  • Updates an existing Schedule.

  • Updates an existing Task.

  • Updates an existing relation between a Task and an Employee.

  • Updates an existing Time Tracker.

  • Updates an existing Time-Off request.

  • Updates an existing Employee.

  • Updates an existing Inventory.

Select a trigger and an action

Create workflow (opens in a new tab)