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

2. Select an action
  • Cancels a specific document.

  • Completes a specific document.

  • Creates a new customer.

  • Creates a new customer group.

  • Creates a new document.

  • Creates a new document payment.

  • Creates a new project.

  • Creates a new task.

  • Creates a new invoice item.

  • Deletes a specific customer.

  • Deletes a specific customer group.

  • Deletes a specific document.

  • Deletes a specific document payment.

  • Deletes a specific project.

  • Deletes a specific task.

  • Deletes a specific invoice item.

  • Retrieves a specific customer.

  • Retrieves a customer group.

  • Retrieves a specific document.

  • Retrieves a specific document payment.

  • Retrieves a specific project.

  • Retrieves a specific task.

  • Retrieves a specific invoice item.

  • Performs an arbitrary authorized API call.

  • Sends a document of a specific type.

  • Updates a specific customer.

  • Updates a specific customer group.

  • Updates a specific document.

  • Updates a specific project.

  • Updates a specific task.

  • Updates a specific invoice item.

Select a trigger and an action

Create workflow (opens in a new tab)