how-to
Trigger and action catalog
What you can fire from, and what you can do — at a glance.
Triggers
- Record created (Lead, Contact, Company, Quote, Invoice, Project, Contract)
- Record updated (any field, or specific fields)
- Status changed (entered status X)
- Time elapsed (record N days in status X)
- Schedule (daily / weekly / cron)
- External webhook (POST to a unique URL)
- Form submitted (any Webform)
- Inbound email matching pattern
- Calendar event created / updated
Actions
- Create record (any module)
- Update fields
- Change status
- Send email (template or AI-drafted)
- Send WhatsApp (template)
- Notify Slack channel
- Notify teammate (in-app)
- Create task
- POST webhook
- Trigger AI agent run (with context)
- Generate document (quote, invoice, contract from template)
