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
HERO Software für Handwerker
Action: Select an action
1. Select a trigger
  • Triggers when a new form response is submitted.

2. Select an action
  • Create a new contact

  • Create a new logbook entry in HERO

  • Create a new project

  • Get all data of an existing contact

  • Get all data of an existing project

  • Get internal Project-ID by Project-Number

  • Update an existing contact

  • Update the data of an existing project

  • Update status of a project

  • Upload a document to a project, contact or job

  • Upload an image to a project, contact or job

Select a trigger and an action

Create workflow (opens in a new tab)