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

2. Select an action
  • Adds selected contacts to a box.

  • Adds selected organizations to a box.

  • Creates a new box inside a selected pipeline.

  • Creates a new comment for a selected box.

  • Creates a new contact.

  • Creates a new field for a selected pipeline.

  • Creates a new pipeline.

  • Creates a new stage for a selected pipeline.

  • Creates a new task for a selected box. The task assignees must have access to the containing pipeline.

  • Creates a new organization.

  • Deletes a selected box.

  • Deletes a selected comment.

  • Deletes a selected contact.

  • Deletes a selected field and removes the values of this field for every box in the pipeline.

  • Deletes a selected pipeline.

  • Deletes a selected stage. This call will only succeed if there are no boxes tagged with the key of the selected stage.

  • Deletes a selected task.

  • Deletes a selected organization.

  • Retrieves details for a selected box.

  • Retrieves details for a selected comment.

  • Retrieves details for a selected contact.

  • Retrieves details for a selected field.

  • Retrieves details for a file by ID.

  • Lists a selected pipeline's details.

  • Retrieves details for a selected stage.

  • Retrieves details for a selected task.

  • Retrieves details for a selected email thread.

  • Retrieves details for a selected organization.

  • Performs an arbitrary authorized API call.

  • Makes an email thread a part of a selected box. A thread can only be part of a single box at any one time. Trying to add it to a second box will result in an error.

  • Updates a selected box.

  • Updates a selected comment for a box.

  • Updates a selected contact. For any field on a contact that is a list, only the values you put into the array will appear for that contact; calls are not aware of previous values and will not keep them.

  • Updates a selected field.

  • Updates a selected pipeline.

  • Updates a selected stage.

  • Updates a selected task.

  • Updates a selected organization. For any field on an organization that is a list, only the values you put into the array will appear for that organization; calls are not aware of previous values and will not keep them.

Select a trigger and an action

Create workflow (opens in a new tab)