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.

Slack
Trigger: Watch Direct Messages
TaxMetall ERP
Action: Select an action
1. Select a trigger
  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

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)