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

2. Select an action
  • Creates an envelope from an existing template.

  • Returns an envelope's current status.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)