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

2. Select an action
  • Cancels an existing sales activity.

  • Creates a sales activity for existing lead.

  • Creates a new task.

  • Creates a new user.

  • Creates an activity for existing lead.

  • Creates or updates an existing lead.

  • Deletes an existing lead.

  • Deletes an existing task.

  • Deletes an existing activity.

  • Retrives an existing task.

  • Retrives an existing user.

  • Retrives an existing activity.

  • Performs an arbitrary authorized API call.

  • Updates an existing sales activity.

  • Updates an existing task.

  • Updates an existing user.

  • Updates an existing activity.

Select a trigger and an action

Create workflow (opens in a new tab)