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

2. Select an action
  • Cancels an existing payment.

  • Creates a new contact.

  • Creates a new country.

  • Creates a new manual entry for the account ledger.

  • Creates a new product.

  • Creates a new project.

  • Creates a new quote.

  • Creates a new timesheet.

  • Creates a new invoice.

  • Creates a new order.

  • Deletes a specified contact.

  • Deletes a specified country.

  • Deletes a specified file.

  • Deletes a payment.

  • Deletes a specified product.

  • Deletes a specified project.

  • Deletes a specified quote.

  • Deletes a specified timesheet.

  • Deletes a specified invoice.

  • Deletes a specified order.

  • Downloads a specified file.

  • Returns a PDF document of the invoice.

  • Returns a specified contact.

  • Returns a specified country.

  • Returns information about the specified file.

  • Returns a specified product.

  • Returns a specified project.

  • Returns a specified quote.

  • Returns a specified timesheet.

  • Returns a specified invoice.

  • Returns a specified order.

  • Performs an arbitrary authorized API call.

  • Sends an invoice by email.

  • Updates a specified contact.

  • Updates a country.

  • Updates a specified file.

  • Updates a specified product.

  • Updates a specified project.

  • Updates a specified quote.

  • Updates a specified timesheet.

  • Updates a specified invoice.

  • Updates a specified order.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)