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

2. Select an action
  • Creates a new contact.

  • Creates a new voucher.

  • Creates a new invoice.

  • Downloads a document.

  • Gets a specified contact.

  • Gets a specified invoice.

  • Performs an arbitrary authorized API call.

  • Renders an invoice document to a file ID.

  • Updates an existing contact.

  • Uploads a document for bookkeeping purposes.

  • Uploads a file and assign it directly to a voucher.

Select a trigger and an action

Create workflow (opens in a new tab)