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

2. Select an action
  • Returns details of the Track Link.

  • Cancels a work order.

  • Creates a new client.

  • Creates a Client Object Element.

  • Creates a delivery.

  • Creates a Digital Form.

  • Creates a MasterDB Element.

  • Creates a new Pending Work Order.

  • Creates a work order and assigns it to one or more available technicians.

  • Deletes specified client by uid.

  • Deletes a Client Object Element.

  • Deletes a MasterDB Element.

  • Returns details of the specified client.

  • Returns specified client custom field value.

  • Returns details of the specified Client Object Element.

  • Returns details of the specified device.

  • Returns details of an specified Digital Form.

  • Returns details of the specified MasterDB Element.

  • Gets a work order by id.

  • Returns tracking data details of a specified day or month.

  • Returns details of the last tracking point of a specified device.

  • Returns details of Work Order Track Link.

  • Performs an arbitrary authorized API call.

  • Moves a Client Object Element to a new Client.

  • Moves a Work Order to pending state.

  • Updates a client by uid.

  • Updates specified client custom field value.

  • Updates a Client Object.

  • Updates a Digital Form.

  • Updates a MasterDB Element.

  • Updates work order labels.

Select a trigger and an action

Create workflow (opens in a new tab)