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

2. Select an action
  • Downloads a document.

  • Downloads a file from a storage.

  • Performs an arbitrary authorized GraphQL query.

  • Gets a collection of company features.

  • Gets a company user by ID.

  • Gets a company user by name.

  • Start an agenda with a file.

  • Updates a document in DMS/SmartSafe.

  • Uploads a document to DMS/SmartSafe.

  • Uploads a file to a storage.

Select a trigger and an action

Create workflow (opens in a new tab)