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

2. Select an action
  • Add a new contact

  • Apply a tag to a contact. Tag will be created if it does not exist.

  • Fetches the contact detail by its id

  • Performs an arbitrary authorized API call.

  • Remove a tag from a contact

  • Triggers a Smart Flow for a contact.

  • Set custom field value of a contact.

  • Unsets the value of a custom field.

Select a trigger and an action

Create workflow (opens in a new tab)