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
Make Code
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
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)