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.

Notion
Trigger: Watch Data Source Items
RO app
Action: Select an action
1. Select a trigger
  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

2. Select an action
  • Add an Item to Estimate or Order

  • Creates an asset

  • Creates a Client Entity

  • Create a Lead Comment

  • Creates a lead entity

  • Create an Order

  • Create a Payment

  • Create a Posting

  • Create a Product

  • Create an Estimate or Order

  • Create an Invoice Comment

  • Create an Order Comment

  • Create the Task

  • universal module for handcrafted calls

  • Update a Product

  • Update an Estimate or Order

  • Update an Item in Estimate or Order

  • Updates lead entity

  • Update Order Status

  • Update the Task

  • Update the Asset

  • Update the Client

Select a trigger and an action

Create workflow (opens in a new tab)