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.

TypeFore
Trigger: Watch communications
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers instantly when a brand-new communication or scan transcript is loaded into the platform.

  • Triggers instantly when a complete transaction audit compiles and returns unified scores and parameters.

  • Triggers instantly when compliance constraints, pricing boundaries, or other guardrails are breached list-side.

  • Triggers instantly when an agent makes a binding commitment (e.g., pricing, callback, refund) to a customer.

  • Triggers instantly when an agent state/advice contradicts active internal documentation or policy sheets.

  • Triggers instantly when a new active knowledge-base policy page is indexed.

  • Triggers instantly when a new Operational SOP or procedure is published.

  • Triggers instant flows when a critical safety threat is identified in a conversation.

2. Select an action
  • Returns information about the form.

  • Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.

  • The action unsubscribes a selected page from the connection to Make.

Select a trigger and an action

Create workflow (opens in a new tab)