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.

RAYNET CRM v2
Trigger: React to webhook
Notion
Action: Select an action
1. Select a trigger
  • Activates when a watched webhook is triggered.

  • Lists all changed or new phone call records since the last call of the module or since a specified date.

  • Lists all changed or new email records since the last call of the module or since a specified date.

  • Lists all changed or new event records since the last call of the module or since a specified date.

  • Lists all changed or new letter records since the last call of the module or since a specified date.

  • Lists all changed or new mass email records since the last call of the module or since a specified date.

  • Lists all changed or new meeting records since the last call of the module or since a specified date.

  • Lists all changed or new task records since the last call of the module or since a specified date.

  • Lists all changed deal records since the last call of the module or since a specified date.

  • Lists all changed price list records since the last call of the module or since a specified date.

  • Lists all changed product records since the last call of the module or since a specified date.

  • Lists all changed project records since the last call of the module or since a specified date.

  • Lists all changed quote records since the last call of the module or since a specified date.

  • Lists all changed sales order records since the last call of the module or since a specified date.

  • Lists all changed account records since the last call of the module or since a specified date.

  • Lists all changed contact records since the last call of the module or since a specified date.

  • Lists all changed lead records since the last call of the module or since a specified date.

2. Select an action
  • Appends a new data source item content.

  • Appends a new page content.

  • Adds a new data source to database or page.

  • Creates a new item in a data source.

  • Creates a new database with default data source.

  • Creates a new database as a subpage in a specified page.

  • Creates a new item in a database.

  • Creates a new page in a specified page.

  • Sets a page content/block, as archived.

  • Gets a specified data source.

  • Gets a specified data source (or legacy database) item.

  • Gets a specified database.

  • Gets a specified database.

  • Gets a specified page.

  • Get a specified page content/block.

  • Performs an arbitrary authorized API call.

  • Updates a data source.

  • Updates an existing data source (or legacy database) item.

  • Updates an existing database.

  • Updates an existing database.

  • Updates an existing page.

  • Updates an existing page content/block.

Select a trigger and an action

Create workflow (opens in a new tab)