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.

Google Forms
Trigger: Watch Responses
TaxMetall ERP
Action: Select an action
1. Select a trigger
  • Triggers when a new response is received.

  • Watches for new responses in the Google Sheets table.

2. Select an action
  • This module is used to create a lead (prospect) within TaxMetall

  • Generates an Offer in the database by automatically linking customer master data and specific item IDs

  • Performs an arbitrary authorized API call

Select a trigger and an action

Create workflow (opens in a new tab)