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

2. Select an action
  • Schedule a follow-up to get sent later and add conditions so it only gets sent if the lead did not reply to you.

  • Send WhatsApp Messages using the official WhatsApp API. You can add labels to a WhatsApp conversation and also write notes about the lead that will appear in WhatsAble's chat interface.

  • Please use the New version. Send a reminder message to yourself or people in your team.

  • Assign conversation to someone in your team, Add information in the notes, add/remove labels. Simply put the phone number and what information you want to change. This appears in the chat interface of our system.

  • Only for older customers who did not update our app. Sends a WhatsApp message to the specified phone number.

  • Performs an arbitrary API call

Select a trigger and an action

Create workflow (opens in a new tab)