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

2. Select an action
  • Archives an existing lead.

  • Creates a new list.

  • Creates a new lead.

  • Delegates or claims an exisitng lead to another user.

  • Retrieves an existing lead.

  • Retrieves an existing list.

  • Performs an arbitrary authorized API Call.

  • Marks an existing lead as a loser.

  • Marks an existing lead as a winner.

  • Marks a lead for a Call Back.

  • Mirgrates / moves a lead between lists.

  • Updates an existing lead.

Select a trigger and an action

Create workflow (opens in a new tab)