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

2. Select an action
  • Books a voucher.

  • Books an invoice.

  • Cancels an invoice.

  • Checks if a given customer number is available or already used.

  • Checks if an invoice is already partially paid.

  • Creates a new contact communication way.

  • Creates a new contact.

  • Creates a new contact address.

  • Creates a new part in your sevDesk inventory.

  • Creates a new voucher.

  • Creates a new accounting contact.

  • Creates a new invoice.

  • Creates a new order.

  • Creates a new order position for an order.

  • Deletes a communication way.

  • Deletes an invoice.

  • Deletes an order.

  • Retrieves a PDF document of an invoice.

  • Returns the current stock amount of the given part.

  • Performs an arbitrary authorized API call.

  • Marks an invoice as sent by a chosen send type.

  • Renders a PDF document of an invoice.

  • Sends a specified invoice via email.

  • Updates an existing contact.

  • Updates an existing part.

  • Updates an existing voucher.

  • Updates an existing order.

  • Uploads a voucher file.

Select a trigger and an action

Create workflow (opens in a new tab)