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

2. Select an action
  • Lets you update and replace the description of a lead by specifying its ID

  • Change the status of a Lead to a new one.

  • Adds an entry to a lead's history.

  • Create a new lead in a campaign

  • Deletes a Lead from the database. This CAN NOT be reversed.

  • Performs an arbitrary authorized API call.

  • Find a lead by its unique ID. This Module returns the whole Lead including the Description.

  • Lets you update the value of an answer in the specified lead. If the question is not found, the field will get added.

  • Adds a file to the lead. This file will be shown in the uploads section in the profile view.

Select a trigger and an action

Create workflow (opens in a new tab)