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
Avochato
Action: Select an action
1. Select a trigger
  • Triggers when a new form response is submitted.

2. Select an action
  • Adds a sales event to a contact's most recent conversation.

  • Adds a sale event to a contact's most recent conversation based on the phone number.

  • Adds a sale event into a conversation stream based on the ticket ID.

  • Creates a new contact or updates an existing contact if it already exists.

  • Gets contact by ID.

  • Performs an arbitrary authorized API call.

  • Sends a text message to a specified phone number.

Select a trigger and an action

Create workflow (opens in a new tab)