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.

Xero
Trigger: Watch Bank Transactions
Brevo
Action: Select an action
1. Select a trigger
  • Triggers when a bank transaction is added or updated.

  • Triggers when a new bank transfer is created.

  • Triggers when a contact is created or updated.

  • Triggers when a credit note is added or updated.

  • Triggers when employee leave is approved.

  • Triggers when a new event is created.

  • Triggers when an invoice is added or updated.

  • Triggers when a new item is created.

  • Triggers when a manual journal is created or updated.

  • Triggers when a payment is created or updated.

  • Triggers when an order is added or updated.

  • Triggers when a quote is created.

2. Select an action
  • Adds existing contacts to a list.

  • Creates a contact.

  • Creates a folder.

  • Creates a list.

  • Creates a new campaign.

  • Deletes a contact.

  • Deletes a folder.

  • Deletes a list.

  • Deletes an email campaign.

  • Return details about a contact.

  • Returns details about a folder.

  • Returns details about a list.

  • Returns details about an email campaign.

  • Return details about my account.

  • Performs an arbitrary authorized API call.

  • Sends a PDF campaign report to the specific email.

  • Sends a transactional email.

  • Sends a transactional SMS.

  • Sends a transactional SMS.

  • Updates a contact.

  • Updates a folder.

  • Updates a list.

  • Updates an email campaign.

Select a trigger and an action

Create workflow (opens in a new tab)