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

2. Select an action
  • Adds additional recipients to a "sendtogroup" signature request by the signature request ID.

  • Cancels a document fill request by the fill request ID.

  • Cancels a document signature request by the signature request ID.

  • Copies a document to a destination folder.

  • Creates a new fill request by the template ID.

  • Creates a new template constructor link by the template ID.

  • Creates a new template by filling a template. Template containing radio fields are not supported.

  • Creates new signature requests from an existing document.

  • Removes a document by the document ID.

  • Downloads a document or a template as a file.

  • Downloads a filled form as PDF by the filled form ID.

  • Downloads an additional document of a filled form by the filled form ID.

  • Retrieves a filled form by its ID and the fill request ID.

  • Retrieves details of a filled form by its ID.

  • Retrieves a signature request by the signature request ID.

  • Performs an arbitrary authorized API Call.

  • Moves a document to a destination folder.

  • Renames a document by the document ID.

  • Reminds a recipient about the signature request by the recipient ID.

  • Uploads a document by its URL or file.

Select a trigger and an action

Create workflow (opens in a new tab)