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

2. Select an action
  • Creates an accounts-payable bill for a vendor.

  • Creates a contract that Rillet invoices, with recurring, one-time or usage prices.

  • Creates a new customer in the Accounts Receivable catalog.

  • Creates a balanced manual journal entry in the general ledger.

  • Creates a vendor that bills, vendor credits and payments can refer to.

  • Creates an invoice, either issued from Rillet or recorded from another billing system.

  • Permanently deletes a bill. This action cannot be undone.

  • Permanently deletes a contract and the invoices it created. This action cannot be undone.

  • Permanently deletes a customer. This action cannot be undone.

  • Permanently deletes a manual journal entry. This action cannot be undone.

  • Permanently deletes a vendor. This action cannot be undone.

  • Permanently deletes an invoice. This action cannot be undone.

  • Retrieves a bill including its items, status and approval state.

  • Retrieves a contract including its items, invoicing settings and invoices.

  • Retrieves a customer including billing profile details.

  • Retrieves a journal entry including its lines.

  • Retrieves a vendor including its address, payment terms and default account.

  • Retrieves an invoice including its line items and amounts.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)