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

2. Select an action
  • Creates a client.

  • Creates a payment.

  • Creates a product.

  • Creates a quote.

  • Creates a recurring invoice.

  • Creates a task.

  • Creates an expense.

  • Creates an invoice.

  • Deletes a client.

  • Deletes a payment.

  • Deletes a product.

  • Deletes a quote.

  • Deletes a recurring invoice.

  • Deletes a task.

  • Deletes an expense.

  • Deletes an invoice.

  • Gets a client.

  • Gets a payment.

  • Gets a product.

  • Gets a quote.

  • Gets a recurring invoice.

  • Gets a task.

  • Gets an expense.

  • Gets an invoice.

  • Performs an arbitrary authorized API call.

  • Updates a client.

  • Updates a payment.

  • Updates a product.

  • Updates a quote.

  • Updates a recurring invoice.

  • Updates a task.

  • Updates an expense.

  • Updates an invoice.

Select a trigger and an action

Create workflow (opens in a new tab)