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

2. Select an action
  • This action allows from a model to attach one MetaFile to an existing record from id. We can attach many MetaFiles from this action.

  • This action will allow user to either create or update a record for the specific model.

  • This module is used for creating custom model records

  • Create a record

  • The advanced delete service allows to delete records in bulk

  • This service can be used to find list of files under a specific directory.

  • Allows using custom web services developped within an Axelor ERP instance.

  • Performs an arbitrary authorized API call.

  • Read a record

  • This action allows to execute XML Actions from Axelor. For that, define the list of actions to execute in an array and complete context.

  • This module is used for updating custom model records

  • Update a record

  • This action allows to upload one file and create one MetaFile.

Select a trigger and an action

Create workflow (opens in a new tab)