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
Vtiger CRM
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
  • Creates a new record.

  • Deletes a record.

  • Return the data of a specified record of selected module.

  • Performs an arbitrary authorized API call.

  • Updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)