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
Sage Business Cloud Accounting
Action: Select an action
1. Select a trigger
  • Triggers when a new form response is submitted.

2. Select an action
  • Creates a contact payment.

  • Creates a new customer contact.

  • Creates a new product.

  • Creates a new purchase invoice.

  • Creates a new sales invoice.

  • Creates a new sales quote.

  • Creates a new service.

  • Creates a new stock item.

  • Deletes a contact payment.

  • Deletes a customer.

  • Deletes a product.

  • Deletes a Purchase Invoice

  • Deletes a sales quote.

  • Deletes a service.

  • Deletes a stock item.

  • Retrieves a specific contact payment.

  • Retrieves a specific customer contact.

  • Retrieves a specific product.

  • Retrieves a specific purchase invoice.

  • Retrieves a specific sales invoice.

  • Retrieves a specific sales quote.

  • Retrieves a specific service.

  • Retrieves a specific stock item.

  • Performs an arbitrary authorized API call.

  • Updates a contact payment.

  • Updates a customer contact.

  • Updates a product.

  • Updates a purchase invoice.

  • Updates a sales invoice.

  • Updates a sales quote.

  • Updates a service.

  • Updates a stock item.

  • Voids a sales invoice.

Select a trigger and an action

Create workflow (opens in a new tab)