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

2. Select an action
  • Create a new contact Company in your folk group.

  • Create a new contact Person in your folk group.

  • Find a company within a group by matching exactly their name or one of their emails.

  • Find a person within a group by matching exactly their full name or one of their emails.

  • Get a company within a group by their ID.

  • Get a person within a group by their ID.

  • Update an existing Company in your folk group.

  • Update an existing Person in your folk group.

Select a trigger and an action

Create workflow (opens in a new tab)