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.

Google Drive
Trigger: Watch All Files
Sage 50 Accounts by Hyperext
Action: Select an action
1. Select a trigger
  • Triggers when a file is created or modified.

  • Triggers when a comment is created or updated on a selected file.

  • Triggers when a file is created or modified in a selected folder.

  • Triggers when a new folder is created or modified.

  • Triggers when a new shared drive is created.

2. Select an action
  • Allocates a payment on account.

  • Allocates a sales order by order number.

  • Creates a customer.

  • Creates a product.

  • Creates a project.

  • Creates a purchase invoice.

  • Creates a sales invoice.

  • Creates a sales order.

  • Creates a supplier.

  • Creates a transaction.

  • Create a purchase order.

  • Performs an arbitrary authorised API call.

  • Reads a customer by Sage account reference.

  • Gets a list of prices associated with a selected customer.

  • Reads a product by stock code.

  • Reads a project by reference.

  • Reads a purchase order by an order number.

  • Reads a sales invoice by invoice number.

  • Reads a sales order by order number.

  • Reads a supplier by a Sage account reference.

  • Retrieves a list of all price lists.

  • Reads the current API version installed on the server.

  • Reads the company settings.

  • Retrieves a list of project transactions by project reference.

  • Updates a customer by account reference.

  • Updates a product by its stock code.

  • Updates a project by reference.

  • Updates a purchase order by order number.

  • Updates a sales invoice by invoice number.

  • Updates a sales order by order number.

  • Update a sales order item by item id.

  • Updates a supplier by account reference.

Select a trigger and an action

Create workflow (opens in a new tab)