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Person Created Create Message
This trigger fires whenever a new Person is created.
Custify [Beta] Note Created to Claude Create Message
How this workflow works
Step 1
Note Created•Custify [Beta]
This trigger fires whenever a new Note is created.
Step 2
Create Message•Claude
Sends a user prompt (and optional parameters) to a specified Claude model and returns the AI-generated response.
Note Created
Custify [Beta]
Create Message
Claude
Connect Custify [Beta] + Claude to Automate these Workflows
Person Created Create Message (with Attachments)
This trigger fires whenever a new Person is created.
Person Updated Create Message
This trigger fires whenever an existing Person is modified.
Person Updated Create Message (with Attachments)
This trigger fires whenever an existing Person is modified.
Note Created Create Message
This trigger fires whenever a new Note is created.
Note Created Create Message (with Attachments)
This trigger fires whenever a new Note is created.
Note Updated Create Message
This trigger fires whenever an existing Note is modified.
Note Updated Create Message (with Attachments)
This trigger fires whenever an existing Note is modified.
Task Created Create Message
This trigger fires whenever a new Task is created.