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.

Airtable
Trigger: Watch new comments
TaxMetall ERP
Action: Select an action
1. Select a trigger
  • Triggers when a new comment is added to a record.

  • Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

  • Triggers when a new response is submitted.

2. Select an action
  • This module is used to create a lead (prospect) within TaxMetall

  • Generates an Offer in the database by automatically linking customer master data and specific item IDs

  • Performs an arbitrary authorized API call

Select a trigger and an action

Create workflow (opens in a new tab)