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.

Slack
Trigger: Watch Direct Messages
RO app
Action: Select an action
1. Select a trigger
  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

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)