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

2. Select an action
  • Assigns a tag to a conversation.

  • Assigns an agent to a conversation.

  • Creates a customer.

  • Creates a conversation tag.

  • Deletes a conversation tag.

  • Gets a conversation tag.

  • Gets all agents.

  • Retrieves all conversation tags on the platform.

  • Sends a WhatsApp message with action buttons

  • Sends a WhatsApp message to anyone.

  • Sends a WhatsApp template to anyone.

  • Sets the conversation status.

  • Sets the conversation answer mode.

  • Manually trigger a bot workflow for a conversation

  • Updates a customer's details.

Select a trigger and an action

Create workflow (opens in a new tab)