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

2. Select an action
  • This module allows you to create new clients in STEL Order using the provided API endpoint. It supports adding essential client details such as name, email, tax identification number, phone, and other optional attributes. Ideal for automating the client creation process as part of an integrated workflow.

  • This module allows you to create a new service in STEL Order. You can specify various details such as the service reference, name, description, and pricing information, tax settings. This module supports adding additional attributes like barcode, location, external ID, and margin settings for better service management.

  • This module allows you to create a new work delivery note in the system. Work delivery notes are used to document the delivery of services or goods to a client. You can specify the client account, associated items or services, and various metadata such as due dates, taxes, and additional notes.

  • This module allows users to create a new work order in STEL Order. A work order is a detailed document outlining the tasks, resources, and timelines for a specific job or project.

  • This module allows you to create a new address for a specific account in STEL Order using the provided API endpoint. You can specify address details such as address-data, postal-code, province, city-town, and other optional fields. This module is ideal for associating new addresses with accounts, whether for billing, shipping, or other purposes.

  • This module allows you to create new assets in STEL Order using the provided API endpoint. It supports adding essential asset details such as reference, name, identifier.. Ideal for automating the asset creation process as part of an integrated workflow.

  • This module allows you to create a new event in STEL Order using the provided API endpoint. You can specify event details such as title, description, start and end times, location, and associated participants. This module is ideal for automating the scheduling and management of tasks, meetings, or reminders as part of an integrated workflow.

  • This action allows you to create a new incident in STEL Order. You can specify details such as reference, description, type, priority, and other attributes to ensure accurate record creation.

  • This module allows the creation of Ordinary Invoices in STEL Order. You can provide details such as the account ID, reference, invoice lines, and other optional fields to create a new invoice.

  • Creates a new potential client in STEL Order with optional contact and address details.

  • This module allows you to create a new product in STEL Order. You can specify various details such as the product's reference, name, description, and pricing information, as well as configure stock levels, tax settings, and product categorization. This module supports adding additional attributes like barcode, location, external ID, and margin settings for better product management.

  • This module allows you to create new purchase invoices using the STEL Order API. You can specify references, line items, taxes, dates, currency, and more. Once created, the module returns the details of the newly generated purchase invoice.

  • It allows the creation of credit invoices through the Stel Order API using the established parameters.

  • This module allows you to create new Sales Delivery Notes in STEL Order. Use this module to define and manage delivery notes for your sales processes. Includes options for setting delivery details, taxes, and line items.

  • This module allows you to create a sales estimate in STEL Order. You can include detailed line items such as products or services, specify taxes, payment options, and add custom comments or notes. Ensure all required fields like the client account ID and product/service details are provided. This module supports advanced configurations such as adding discounts, specifying delivery options, and assigning document states, making it flexible for a wide range of sales scenarios.

  • This module allows you to create new sales orders in STEL Order. You can specify customer details, order items, and other optional fields.

  • This module allows users to create a new work estimate in the STEL Order system. A work estimate contains detailed information about the services, products, and conditions associated with a specific project or job for a client. It supports flexible configuration, enabling users to specify client details, products or services, taxes, and additional comments.

  • Performs an arbitrary authorized API cal.

  • This module allows you to update an existing client's information in STEL Order using the provided API endpoint. You can modify various client attributes, including contact details, tax preferences, account settings, and main address. This module is ideal for keeping client records up to date and maintaining accurate information for business operations.

  • This module allows you to update an existing product information in STEL Order using the provided API endpoint. This module is ideal for keeping products records up to date and maintaining accurate information for business operations.

  • This module lets you update a product category in STEL Order using the provided API. You can change details like the name, description, and other settings of the category. This is useful for keeping your product categories organized and up to date, helping you maintain accurate information in your business.

  • This module allows you to update an existing service information in STEL Order using the provided API endpoint. This module is ideal for keeping services records up to date and maintaining accurate information for business operations.

  • This module allows you to update an existing event in STEL Order using the provided API. You can modify key event details such as the title, date, time, location, and additional notes. This is useful for keeping event information accurate and up to date, ensuring smooth scheduling and organization for your business activities.

  • Modifies an existing incident in STEL Order using its ID.

  • Updates an existing potential client in STEL Order using their ID.

  • This module allows you to update an existing sales order in STEL Order using the provided API endpoint. You can modify various order attributes, including customer details, product quantities, pricing, order status, and delivery information. This module is ideal for keeping sales records up to date and ensuring accurate order management for business operations.

  • This module allows you to update an work delivery note in STEL Order using the provided API endpoint. You can modify various work delivery attributes, including customer details, product quantities, pricing, order status, and delivery information. This module is ideal for keeping work delivery notes records up to date and ensuring accurate order management for business operations.

  • This module allows updating work estimates using the Stel Order API.

Select a trigger and an action

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