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.

monday.com
Trigger: Watch Board's Column Values
Unleashed Software
Action: Select an action
1. Select a trigger
  • Triggers when the board's column values have changed.

  • Triggers when an item is created/updated in the given board.

  • Triggers when a board's item is created.

  • Triggers when an item with the given value is created/updated in the given board.

  • Triggers when a new user is subscribed to a given board.

  • Triggers when a new board's update is created.

  • Triggers when a new event occurs in Monday.

  • Triggers when an item is created/updated in the given group.

  • Triggers when an item's column value is changed.

  • Triggers when an item's name on a board has changed.

  • Triggers when a new item's update is created.

  • Triggers when a new user has joined the given team.

  • Triggers when a new user is created.

2. Select an action
  • Completes a credit note.

  • Completes a sales order.

  • Create a free entry credit note.

  • Creates credit note lines against an existing free entry credit note.

  • Creates a new customer.

  • Creates a new product.

  • Deletes a credit note.

  • Deletes credit note line from an existing free entry credit note.

  • Deletes a sales order.

  • Returns a credit note.

  • Returns a customer.

  • Returns a specified product.

  • Returns a specified sales order.

  • Performs an arbitrary authorized API call.

  • Obsoletes a product.

  • Updates a credit note. Only free credits can be updated.

  • Updates credit note line from an existing free entry credit note.

  • Updates a specified customer.

  • Updates a specified product.

  • Updates a sales order.

Select a trigger and an action

Create workflow (opens in a new tab)