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
ServiceM8
Action: Select an action
1. Select a trigger
  • Triggers when a new form response is submitted.

2. Select an action
  • Creates a new client.

  • Creates a new job.

  • Creates a new job contact.

  • Deletes a specific client by id.

  • Removes the selected job from the list.

  • Gets information about the selected customer.

  • Gets information about a specific job.

  • Performs an arbitrary authorized API call.

  • Updates work data for a specific client by id.

  • Updates information about a specific job.

Select a trigger and an action

Create workflow (opens in a new tab)