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

2. Select an action
  • Creates a new contact to an existing client or site.

  • Creates a new job entry into the upcoming jobs list.

  • Retrieves a client's info based on given ID.

  • Retrieves a contact's info based on given ID and contact type.

  • Retrieves a users info based on given ID and contact type.

  • Retrieves a site's info based on a given ID.

  • Performs an arbitrary authorized API call.

  • Updates a contact's details. Empty fields will be ignored.

  • Updates a jobs details. Empty fields will be ignored

  • Updates a job reports details. Empty fields will be ignored.

Select a trigger and an action

Create workflow (opens in a new tab)