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
WordPress
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 category.

  • Creates a comment.

  • Creates a media item.

  • Creates a post.

  • Creates a tag.

  • Creates a user.

  • Deletes a category specified by its ID.

  • Deletes a comment specified by its ID.

  • Deletes a media item specified by its ID.

  • Deletes a post specified by its ID.

  • Deletes a tag specified by its ID.

  • Deletes a user specified by its ID.

  • Returns info about a category specified by its ID.

  • Returns info about a comment specified by its ID.

  • Returns info about a media item specified by its ID.

  • Returns info about a post specified by its ID.

  • Returns info about a tag specified by its ID.

  • Returns info about a user specified by its ID.

  • Performs an arbitrary authorized API call.

  • Updates a category specified by its ID.

  • Updates a comment specified by its ID.

  • Updates a media item specified by its ID.

  • Updates a post specified by its ID.

  • Updates a tag specified by its ID.

  • Updates a user specified by its ID.

Select a trigger and an action

Create workflow (opens in a new tab)