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.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
Rocketbot
Action: Select an action
1. Select a trigger
  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action
  • Submits a Form, selected with 'Select Form' module or seted manually. The Form will be queued.

  • Connects to an Orchestrator User through Xperience API and retrieves a list of every Form available for that user account.

Select a trigger and an action

Create workflow (opens in a new tab)