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

2. Select an action
  • Creates a Contact. Leave the contact field empty if you want to store an empty value. It is highly recommended to add a delay before executing a new action after creating a new contact, as processing time is required.

  • Creates a custom object record in the Manual Catalog.

  • Creates or updates a Contact. Leave the contact field empty if you want to store an empty value or remain the existing value. It is highly recommended to add a delay before executing a new action after creating a new contact, as processing time is required.

  • Retrieves a contact by an identifier.

  • Performs an arbitrary authorized API call.

  • Sends a message to a Contact.

  • Updates Contact Field(s) of a Contact. Leave the contact field empty if you want to remain the existing value.

  • Update a custom object record in the Manual Catalog.

Select a trigger and an action

Create workflow (opens in a new tab)