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

2. Select an action
  • Adds an internal note to a conversation.

  • Adds a tag to a conversation.

  • Assigns a conversation to an agent.

  • Creates a new contact.

  • Creates a new conversation in ThriveDesk.

  • Performs an arbitrary authorized API call to ThriveDesk.

  • Sends a reply to an existing conversation.

  • Updates an existing contact.

  • Updates the status of a conversation.

Select a trigger and an action

Create workflow (opens in a new tab)