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

2. Select an action
  • Cancels an incomplete signature request. This action is not reversible.

  • Creates a new template using the overlay of an existing template.

  • Deletes the specified template.

  • Deletes your team.

  • Retrieves a signature request.

  • Retrieves a template.

  • Retrieves a copy of the documents belonging to a signature request.

  • Retrieves a copy of a template's original files.

  • Performs an arbitrary authorized API call.

  • Sends an email to the signer reminding them to sign the signature request.

  • Creates and sends a new signature request with the submitted documents.

  • Creates and sends a new signature request based on a template.

Select a trigger and an action

Create workflow (opens in a new tab)