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

2. Select an action
  • Adds an existing contact to an existing distribution list.

  • Creates a new data record.

  • Creates a link between two data records.

  • Deletes an existing data record.

  • Deletes a link between two data records.

  • Downloads a file of a document data record.

  • Loads an existing data record via the GGUID.

  • Performs an arbitrary authorized API call.

  • Removes an existing contact from an existing distribution list.

  • Updates an existing data record.

  • Creates a document data record and uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)