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

2. Select an action
  • Creates a new contact.

  • Creates a new task.

  • Creates a new invoice.

  • Deletes a specified contact.

  • Deletes a specified task.

  • Deletes a specified invoice.

  • Returns a specified contact.

  • Returns a specified task.

  • Returns a specified invoice.

  • Performs an arbitrary authorized API call.

  • Updates a specified contact.

  • Updates a specified task.

Select a trigger and an action

Create workflow (opens in a new tab)