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.

Teamwork CRM
Trigger: Watch Created Activities
Make Code
Action: Select an action
1. Select a trigger
  • Triggered when you add a new activity.

  • Triggered when you add a new company.

  • Triggered when you add a new contact.

  • Triggered when you add a new deal.

  • Triggered when you add a new note.

  • Triggered when an activity is deleted.

  • Triggered when a deal is deleted.

  • Triggered when an activity is updated.

  • Triggered when a deal is updated.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)