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

2. Select an action
  • Create a new client.

  • Creates a new fee.

  • Create a proposal on a specific client.

  • Creates a proposal from a selected template.

  • Delete a specific client.

  • Deletes a fee specified by ID.

  • Deletes a proposal specified by ID.

  • Get a specific client.

  • Gets a fee specified by ID.

  • Gets a proposal by ID.

  • Performs an arbitrary authorized API call.

  • Update a client specified by ID.

  • Updates a fee specified by ID.

  • Updates a proposal specified by ID.

Select a trigger and an action

Create workflow (opens in a new tab)