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.

Zoho Books
Trigger: Watch Bill
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Watch for bill.

  • Watch for customer.

  • Watch for estimate.

  • Watch for expense.

  • Watch for Invoice.

  • Watch for item.

  • Watch for customer payment.

  • Triggers when a purchase order is created.

  • Triggers by a sales order workflow.

  • Triggers by a vendor workflow.

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)