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
Brevo
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
  • Adds existing contacts to a list.

  • Creates a contact.

  • Creates a folder.

  • Creates a list.

  • Creates a new campaign.

  • Deletes a contact.

  • Deletes a folder.

  • Deletes a list.

  • Deletes an email campaign.

  • Return details about a contact.

  • Returns details about a folder.

  • Returns details about a list.

  • Returns details about an email campaign.

  • Return details about my account.

  • Performs an arbitrary authorized API call.

  • Sends a PDF campaign report to the specific email.

  • Sends a transactional email.

  • Sends a transactional SMS.

  • Sends a transactional SMS.

  • Updates a contact.

  • Updates a folder.

  • Updates a list.

  • Updates an email campaign.

Select a trigger and an action

Create workflow (opens in a new tab)