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.

Sage Business Cloud Accounting
Trigger: Watch Contact Payments
Make Code
Action: Select an action
1. Select a trigger
  • Watches for new or updated contact payments.

  • Watches for new customers.

  • Watches for new or updated products.

  • Watches for new or updated purchase invoices.

  • Watches for new or updated sales invoices.

  • Watches for new or updated sales quotes.

  • Watches for new or updated services.

  • Watches for new or updated stock items.

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

Select a trigger and an action

Create workflow (opens in a new tab)