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.

Notion
Trigger: Watch Data Source Items
Sonar
Action: Select an action
1. Select a trigger
  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

2. Select an action
  • Appends tag to an existing message.

  • Closes a customer.

  • Creates or updates a customer.

  • Deletes a customer property.

  • Gets a customer.

  • Performs an arbitrary authorized API call.

  • Sends a campaign.

  • Sends a message.

  • Unassigns agent from a customer.

Select a trigger and an action

Create workflow (opens in a new tab)