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
Facebook Pages
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
  • Creates a comment.

  • Creates a post.

  • Creates a multi-photo post.

  • Deletes a comment.

  • Deletes a photo.

  • Deletes a post.

  • Deletes a video.

  • Edits a comment.

  • Edits a post.

  • Returns info about a comment.

  • Returns details about a page.

  • Returns info about a photo.

  • Returns info about a post.

  • Returns info about a video.

  • Returns number of reactions for a post.

  • Likes a post.

  • Uploads a reel.

  • Unlikes a post.

  • Updates a video.

  • Update details on a page, such as phone or email.

  • Uploads a photo.

  • Uploads a video.

Select a trigger and an action

Create workflow (opens in a new tab)