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.

Tally
Trigger: Watch New Responses
Alegra
Action: Select an action
1. Select a trigger
  • Triggers when a new form response is submitted.

2. Select an action
  • Cancels invoice by ID.

  • Creates a new contact.

  • Creates a new tax.

  • Creates a new estimate from scratch.

  • Allows you to create a sales invoice from scratch.

  • Creates a new item.

  • Deletes a contact by ID.

  • Deletes an estimate by ID.

  • Deletes an invoice by ID.

  • Deletes an item by ID.

  • Gets a contact registered in the application by ID.

  • Gets a tax registered in the application.

  • Gets an estimate registered in the application.

  • Allows you to consult a sales invoice registered in the application

  • Gets an item registered in the application.

  • Performs an arbitrary authorized API call.

  • Sends an estimate by email.

  • Sends a mail order invoice.

  • Updates a contact.

  • Updates an estimate.

  • Updates an invoice by ID.

  • Updates an item by ID.

Select a trigger and an action

Create workflow (opens in a new tab)