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

2. Select an action
  • Adds a contact to a contact list.

  • Adds numbers to a smart dialer.

  • Adds a number to an opt out list.

  • Adds a number to the do not calllist.

  • Creates or edits a sale record.

  • Deletes a contact from a list.

  • Submits a form reactor lead.

  • Gets activity details by ID.

  • Performs an arbitrary authorized API call.

  • Modifies activity details of a call/form/chat/text.

  • Purchases tracking numbers.

  • Redacts activity details for a specific ID.

  • Releases a tracking number.

  • Removes a number from a do not call list.

  • Removes numbers from a smart dialer.

  • Removes phone numbers from an opt out list.

  • Sends an SMS message.

  • Starts a dialer.

  • Stops a dialer.

Select a trigger and an action

Create workflow (opens in a new tab)