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

2. Select an action
  • Cancel an existing sign process. Cancellation is only possible if there exists at least one participant that did not yet sign or reject his/her signature.

  • Cancels and deletes a draft document created through the UI Wizard

  • Encodes any document with text in Base64.

  • Checks if the provided document was used in a signing process.

  • Delivers the finished document for a given ID, with certificate header and all performed signatures.

  • Gets the meta data and process information for a given document ID.

  • Retrieves information about the current user

  • Creates a draft signing process to be completed within the UI-Wizard.

  • Creates and submits a new document for signature.

  • Performs an arbitrary authorized API call

  • Resume an existing signing process that was interrupted.

  • Indicates a draft document to be completed on the UI-Wizard at the last step the user was.

Select a trigger and an action

Create workflow (opens in a new tab)