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.

RD Station
Trigger: Watch New Lead Conversions
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new lead is created. Conversions generated by import or by manually entering leads will not activate the trigger.

  • Triggers when a lead is marked as opportunity.

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

Select a trigger and an action

Create workflow (opens in a new tab)