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.

SugarCRM
Trigger: Watch Accounts
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new account has been created or an existing one has been updated.

  • Triggers when a new bug has been created or an existing one has been updated.

  • Triggers when a new call has been created or an existing one has been updated.

  • Triggers when a new сampaign has been created or an existing one has been updated.

  • Triggers when a new case has been created or an existing one has been updated.

  • Triggers when a new category has been created or an existing one has been updated.

  • Triggers when a new contact has been created or an existing one has been updated.

  • Triggers when a new contract has been created or an existing one has been updated.

  • Triggers when a new currency has been created or an existing one has been updated.

  • Triggers when a new custom query has been created or an existing one has been updated.

  • Triggers when a new email template has been created or an existing one has been updated.

  • Triggers when a new forecast worksheet has been created or an existing one has been updated.

  • Triggers when a new inbound email has been created or an existing one has been updated.

  • Triggers when a new lead has been created or an existing one has been updated.

  • Triggers when a new manufacturer has been created or an existing one has been updated.

  • Triggers when a new meeting has been created or an existing one has been updated.

  • Triggers when a new note has been created or an existing one has been updated.

  • Triggers when a new opportunity has been created or an existing one has been updated.

  • Triggers when a new product type has been created or an existing one has been updated.

  • Triggers when a new product has been created or an existing one has been updated.

  • Triggers when a new project has been created or an existing one has been updated.

  • Triggers when a new prospect has been created or an existing one has been updated.

  • Triggers when a new revenue line item has been created or an existing one has been updated.

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

Select a trigger and an action

Create workflow (opens in a new tab)