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.

Reportei
Trigger: Watch Automation Executed
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when an automation runs in Reportei.

  • Triggers when a control goal is reached in Reportei.

  • Triggers when a control goal period ends without being achieved.

  • Triggers when a new dashboard is created in Reportei.

  • Triggers when a new report is created in Reportei.

  • Triggers when a client see a report

  • Triggers when a new milestone is added to the timeline.

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

Select a trigger and an action

Create workflow (opens in a new tab)