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

2. Select an action
  • Approve an invoice by ID.

  • Creates a new customer

  • Creates a new product or service.

  • Creates a new sales tax

  • Creates a transaction.

  • Creates a new account.

  • Create an Income/Expense

  • Creates an invoice.

  • Deletes a customer

  • Performs an arbitrary authorized GraphQL query.

  • Returns a customer by email.

  • Sends invoice.

  • Updates existing customer

  • Updates a product or service.

Select a trigger and an action

Create workflow (opens in a new tab)