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.

SmartTask
Trigger: Watch New Contacts
Make Code
Action: Select an action
1. Select a trigger
  • Triggered when a new contact is created.

  • Triggers when a comment is made in a task.

  • Triggers when a new task is linked to a project.

  • Triggers when a reminder notification is sent.

  • Triggers when a task is marked as completed.

  • Triggers when a custom field value is updated.

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

Select a trigger and an action

Create workflow (opens in a new tab)