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.

Copper
Trigger: Listen for Activity Events
Maileon
Action: Select an action
1. Select a trigger
  • Receives notifications about activity creation/deletion/update.

  • Receives notifications about company creation/deletion/update.

  • Receives notifications about lead creation/deletion/update.

  • Receives notifications about opportunity creation/deletion/update.

  • Receives notifications about person creation/deletion/update.

  • Receives notifications about project creation/deletion/update.

  • Receives notifications about task creation/deletion/update.

2. Select an action
  • Creates a new contact in Maileon.

  • Performs an arbitrary authorized API call.

  • Sends a Transaction to Maileon.

  • Unsubscribes a contact in Maileon.

Select a trigger and an action

Create workflow (opens in a new tab)