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.

Clientary
Trigger: Watch New Clients
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers when a new client has been created.

  • Triggers when a new contact has been created.

  • Triggers when a new estimate has been created.

  • Triggers when a new expense has been created.

  • Triggers when a new invoice has been created.

  • Triggers when a new payment has been created.

  • Triggers when a new project has been created.

  • Triggers when a new staff member has been added.

  • Triggers when a new task has been created.

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)