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

2. Select an action
  • Creates a new contact.

  • Create a new estimate

  • Creates a new product.

  • Creates a new service.

  • Performs an arbitrary authorized API call.

  • Updates a contact.

  • Updates a product.

Select a trigger and an action

Create workflow (opens in a new tab)