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

2. Select an action
  • Marks a project as closed.

  • Creates a new project.

  • Creates a task.

  • Creates a time entry.

  • Creates a planned expense.

  • Creates a revenue with entered values.

  • Removes the project.

  • Removes a task.

  • Removes a time entry.

  • Removes an expense from a project or task.

  • Removes a revenue from project or task.

  • Retrieves data about a project.

  • Retrieves data about a task by ID.

  • Retrieves data about a time entry.

  • Retrieves data about an expense.

  • Retrieves data about an income.

  • Performs an arbitrary authorized API call.

  • Updates a project by entered values.

  • Updates a task by entered values.

  • Updates a time entry by entered values.

  • Updates an expense by entered values.

  • Updates a revenue by entered values.

Select a trigger and an action

Create workflow (opens in a new tab)