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

2. Select an action
  • Creates a contact.

  • Creates a sales order.

  • Creates a sales order line.

  • Creates an account.

  • Creates an activity.

  • Creates an entity.

  • Creates a calendar item.

  • Creates an opportunity.

  • Updates a contact or creates a new one if it doesn't exist.

  • Updates an account or creates a new one if it doesn't exist.

  • Fetches a sales order line by ID.

  • Fetches a user by ID.

  • Performs an arbitrary authorized API call.

  • Updates a contact.

  • Updates a sales order.

  • Updates a sales order line.

  • Updates an account.

  • Updates an activity.

  • Updates an entity.

  • Updates a calendar item.

  • Updates an opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)