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

2. Select an action
  • Adds a new communication entry (note or email) to an existing contact.

  • Creates a new contact in FundraisingBox.

  • Creates a new donation in FundraisingBox.

  • Adds a new address to an existing contact.

  • Adds a new email address to an existing contact.

  • Permanently deletes an existing contact. This action cannot be undone.

  • Permanently deletes an existing donation. This action cannot be undone.

  • Returns detailed information about a single contact.

  • Returns detailed information about a single donation.

  • Performs an arbitrary authorized API call.

  • Updates an existing contact in FundraisingBox.

  • Updates the value of a specific custom field of an existing contact.

  • Updates the value of a specific custom field on a donation.

  • Updates an existing donation in FundraisingBox.

  • Updates an existing address of an existing contact.

  • Updates an existing email address of an existing contact.

Select a trigger and an action

Create workflow (opens in a new tab)