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

2. Select an action
  • Creates a campaign record in Daktela.

  • Adds a comment to a ticket

  • Creates a new CRM contact in Daktela.

  • Creates a CRM record in Daktela.

  • Creates a ticket in Daktela.

  • Creates an account in Daktela.

  • Gets a campaign record

  • Gets a contact

  • Gets a CRM record

  • Gets a ticket

  • Gets a specific account

  • Makes a call

  • Performs an arbitrary authorized API call.

  • Sends an email

  • Sends an SMS

  • Sets a pause

  • Updates a Campaign Record.

  • Updates a contact in Daktela.

  • Updates a CRM record in Daktela.

  • Updates a ticket in Daktela.

  • Updates an account in Daktela

Select a trigger and an action

Create workflow (opens in a new tab)