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

2. Select an action
  • Initiates a signature request, allowing you to send a document for signing to specified recipients.

  • Initiates a one-off submission request from a DOCX file with dynamic content variables, allowing you to send a document for signing to specified recipients.

  • Initiates a one-off submission request using the provided HTML content, allowing you to send a document for signing to specified recipients.

  • Initiates a one-off submission request from a PDF file, allowing you to send a document for signing to specified recipients.

  • Performs an arbitrary authorized API call.

  • Updates signer details, pre-fills or updates field values and re-sends emails.

Select a trigger and an action

Create workflow (opens in a new tab)