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

2. Select an action
  • Creates a new case

  • Creates a new client in SingleCase

  • Returns a message

  • Returns a reminder

  • Returns a task

Select a trigger and an action

Create workflow (opens in a new tab)