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

2. Select an action
  • Appends tag to an existing message.

  • Closes a customer.

  • Creates or updates a customer.

  • Deletes a customer property.

  • Gets a customer.

  • Performs an arbitrary authorized API call.

  • Sends a campaign.

  • Sends a message.

  • Unassigns agent from a customer.

Select a trigger and an action

Create workflow (opens in a new tab)