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.

Xodo Sign
Trigger: Watch New Documents
Quickbase
Action: Select an action
1. Select a trigger
  • Triggers when a new document event is created.

  • Triggers when a new template event is created.

2. Select an action
  • Creates a field within a table, including the custom permissions of that field.

  • Creates a table in an application.

  • Creates an application in an account.

  • Deletes a specific table in an application, including all of the data within it.

  • Deletes an entire application, including all of the tables and data.

  • Deletes one or many fields in a table, based on field ID(s).

  • Gets the properties of an individual field, based on field ID.

  • Gets the properties of an individual table that is part of an application.

  • Returns the main properties of an application.

  • Performs an arbitrary authorized API call.

  • Updates the properties of a field, including the custom permissions.

  • Updates the main properties of a specific table.

  • Updates specific application.

Select a trigger and an action

Create workflow (opens in a new tab)