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

2. Select an action
  • Creates a row on a prospecting list specified by ID. This action only works for Expert edition.

  • Adds an attachment on a lead.

  • Adds new tags on a lead specified by ID. This action only works for Expert edition.

  • Creates a comment on a lead specified by ID. This action only works for Expert edition.

  • Creates a new lead.

  • Deletes a lead specified by ID.

  • Deletes a specific row on a prospecting list specified by ID.

  • Gets a lead specified by ID.

  • Gets a specific row on a prospecting list specified by ID.

  • Gets a prospecting list specified by ID.

  • Logs an activity on a lead specified by ID. This action only works for Expert edition.

  • Performs an arbitrary authorized API call.

  • Updates a lead specified by ID.

  • Updates a specific row on a prospecting list specified by ID.

  • Updates a status of a lead specified by ID.

  • Updates a step of a lead specified by ID.

  • Updates a title of a lead specified by ID.

  • Sets an amount and a probability of a lead specified by ID.

  • Sets an estimated closing date on a lead specified by ID.

Select a trigger and an action

Create workflow (opens in a new tab)