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
Trigger: New event
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new event occurs (for example, when a new task is added or completed).

  • Triggers when a new company is added.

  • Triggers when a new file is uploaded.

  • Triggers when a new milestone is added.

  • Triggers when a new person (user or contact) is added.

  • Triggers when a new project is created.

  • Triggers when a new task list is added.

  • Triggers when a new task is added.

  • Triggers when a new time entry is added.

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

Select a trigger and an action

Create workflow (opens in a new tab)