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

2. Select an action
  • Cancels selected invoice or uncancels previously canceled invoice.

  • Creates a new contact.

  • Creates a new recurring template.

  • Creates new template for invoices.

  • Creates a new expense.

  • Creates an expense payment.

  • Creates new invoice.

  • Creates a new invoice message. Messages are available only for paid plans.

  • Creates an invoice payment.

  • Deletes selected contact.

  • Deletes an existing recurring template.

  • Deletes template by its ID.

  • Deletes an expense by its ID.

  • Deletes an expense payment.

  • Deletes selected invoice.

  • Deletes an invoice payment.

  • Downloads selected invoice as PDF.

  • Retrieves contact by its ID.

  • Retrieves an existing recurring template.

  • Retrieves a template by its ID.

  • Retrieves an expense by its ID.

  • Retrieves invoice by its ID.

  • Locks or unlocks selected expense.

  • Locks or unlocks selected invoice.

  • Performs an arbitrary authorized API call.

  • Marks the invoice as sent.

  • Pays selected invoice or proforma. Can also remove the previous payment.

  • Updates selected contact.

  • Updates an existing recurring template.

  • Updates template by its ID.

  • Updates selected expense.

  • Updates selected invoice.

Select a trigger and an action

Create workflow (opens in a new tab)