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

2. Select an action
  • Creates a customer.

  • Creates a new make-to-order manufacturing order.

  • Creates a new manufacturing order.

  • Creates a new manufacturing order operation row.

  • Creates a new manufacturing order recipe row.

  • Creates a product.

  • Creates a new purchase order.

  • Creates a new purchase order row.

  • Creates one or many new recipe rows for a product.

  • Creates a sales order.

  • Creates a new sales order address.

  • Creates a new sales order row.

  • Creates a new stock adjustment object.

  • Creates a new stock transfer.

  • Creates a new stocktake.

  • Creates a supplier.

  • Creates a tax rate.

  • Creates a variant.

  • Deletes the selected manufacturing order.

  • Deletes the selected manufacturing order operation row.

  • Deletes the selected manufacturing order recipe row.

  • Deletes the selected purchase order.

  • Deletes the selected recipe.

  • Deletes the selected recipe row.

  • Deletes a sales order.

  • Deletes the sales order address.

  • Deletes a sales order row.

  • Deletes the selected stock adjustment.

  • Deletes the selected stock transfer.

  • Deletes the selected stocktake.

  • Deletes the selected supplier.

  • Deletes the selected purchase order row.

  • Returns information about the selected batch stock.

  • Returns information about the selected customer.

  • Returns information about the selected manufacturing order.

  • Returns information about the selected manufacturing order operation row.

  • Returns information about the selected manufacturing order recipe row.

  • Returns information about the selected material.

  • Returns information about the selected product.

  • Retrieves information about the selected purchase order.

  • Gets a sales order.

  • Returns information about the selected supplier.

  • Returns information about the selected tax rate.

  • Returns information about the selected variant.

  • Performs an arbitrary authorized API call.

  • Receives an existing purchase order.

  • Unlinks a manufacturing order from the sales order row.

  • Updates the selected batch stock.

  • Updates the selected manufacturing order.

  • Updates the selected manufacturing order operation row.

  • Updates the selected manufacturing order recipe row.

  • Updates the selected purchase order. Please note that the module does not allow "Erase" function.

  • Updates an existing purchase order row. Please note that the module does not allow "Erase" function.

  • Updates the selected row. Please note that the module does not allow "Erase" function.

  • Updates a sales order.

  • Updates the sales order address.

  • Updates the selected sales order row.

  • Updates the selected stock adjustment.

  • Updates the selected stock transfer.

  • Updates the selected stocktake.

  • Updates a supplier.

  • Updates the reorder point for a certain location and variant combination.

Select a trigger and an action

Create workflow (opens in a new tab)