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

2. Select an action
  • Cancels a SignRequest.

  • Creates a document.

  • Creates an attachment for a document.

  • Creates a SignRequest.

  • Creates a document and SignRequest in one call.

  • Deletes a document.

  • Retrieves a document.

  • Retrieves a document attachment.

  • Retrieves a SignRequest.

  • Retrieves a team member.

  • Retrieves a template.

  • Retrieves an event.

  • Performs an arbitrary authorized API call.

  • Resends a SignRequest.

Select a trigger and an action

Create workflow (opens in a new tab)