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

2. Select an action
  • Creates a new comment.

  • Creates a new company.

  • Creates a new contact.

  • Creates a new lead.

  • Creates a new presence.

  • Creates a new project.

  • Creates a new project expense.

  • Creates a new purchase.

  • Creates a new task on the selected project.

  • Creates a new user.

  • Creates a new invoice.

  • Creates a new invoice payment.

  • Deletes the selected comment.

  • Deletes the selected presence.

  • Deletes an existing project expense. Deletions are only possible if this entry is not yet billed.

  • Deletes an existing project task. Deleting a task on a project is only possible as long as no hours were tracked on this task.

  • Deletes the selected purchase. It's possible only if the status is pending and no payments have been registered.

  • Deletes the selected user. Deleting a staff member is only possible if no hours are billed already.

  • Deletes the selected invoice payment.

  • Returns information about the selected comment.

  • Returns information about the selected company.

  • Returns information about the selected contact.

  • Returns information about the selected lead.

  • Returns information about the selected presence.

  • Returns information about the selected project.

  • Returns information about the selected project expense.

  • Returns information about the selected project task.

  • Returns information about the selected purchase.

  • Returns information about the selected purchase category.

  • Returns information about the selected user.

  • Returns information about the selected invoice.

  • Returns information about the selected invoice payment.

  • Returns a PDF of an invoice.

  • Performs an arbitrary authorized API call.

  • Updates the selected comment.

  • Updates the selected company.

  • Updates the selected contact.

  • Updates the selected lead.

  • Updates the selected presence.

  • Updates the selected project.

  • Updates the selected project expense. Updates are only possible if this entry is not yet billed.

  • Updates the selected project task.

  • Updates status of the selected purchase.

  • Updates the selected user.

  • Updates the selected invoice payment.

  • Updates status of the selected invoice.

Select a trigger and an action

Create workflow (opens in a new tab)