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

2. Select an action
  • Creates a deal.

  • Creates a milestone in a project.

  • Creates a person.

  • Creates a project.

  • Creates a task in a project.

  • Creates an event in a project.

  • Creates an organization.

  • Deletes a deal.

  • Deletes a milestone in a project.

  • Deletes a person.

  • Deletes a task in a project.

  • Deletes an event.

  • Deletes an organization.

  • Performs an arbitrary authorized API call.

  • Updates a deal.

  • Updates a person.

  • Updates a task in a project.

  • Updates an organization.

Select a trigger and an action

Create workflow (opens in a new tab)