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

2. Select an action
  • Creates a new company.

  • Creates a new lead.

  • Creates a new person.

  • Creates a new activity.

  • Deletes an existing company.

  • Deletes an existing lead.

  • Deletes an existing person.

  • Deletes an existing activity.

  • Retrieves an existing company.

  • Retrieves an existing lead.

  • Retrieves an existing person.

  • Retrieves an existing activity.

  • Performs an arbitrary authorized API call.

  • Updates an existing company.

  • Updates an existing lead.

  • Updates an existing person.

  • Updates an existing activity.

Select a trigger and an action

Create workflow (opens in a new tab)