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

2. Select an action
  • Creates a new communication record.

  • Creates a new company.

  • Creates new note, event or external to do.

  • Creates a new person.

  • Creates a new project.

  • Creates a new to do.

  • Deletes a company specified by unique identifier.

  • Deletes a person specified by unique identifier.

  • Deletes a project specified by ID.

  • Retrieves a details of a company specified by unique identifier.

  • Retrieves a details of a person specified by unique identifier.

  • Retrieves a project details specified by unique identifier.

  • Performs an arbitrary API call.

  • Updates a company specified by ID.

  • Updates a person specified by ID.

  • Updates a project specified by name.

Select a trigger and an action

Create workflow (opens in a new tab)