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.

Revv Documents
Trigger: Watch Document Signed by All Signers
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers when a document has been signed by all signers.

  • Triggers when document stage has been changed.

2. Select an action
  • Returns information about the form.

  • Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.

  • The action unsubscribes a selected page from the connection to Make.

Select a trigger and an action

Create workflow (opens in a new tab)