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

2. Select an action
  • Creates a credit note.

  • Creates a customer.

  • Creates a line item.

  • Creates a subscription.

  • Creates an estimate.

  • Creates an invoice.

  • Deletes a credit note.

  • Deletes a customer.

  • Deletes a line item.

  • Deletes a subscription.

  • Deletes an estimate.

  • Deletes an invoice.

  • Retrieves a credit note.

  • Retrieves a customer.

  • Retrieves a line item.

  • Retrieves a subscription.

  • Retrieves an estimate.

  • Retrieves an invoice.

  • Performs an arbitrary authorized API call.

  • Updates a credit note.

  • Updates a customer.

  • Updates a line item.

  • Updates a subscription.

  • Updates an estimate.

  • Updates an invoice.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)