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
WhatsScale - Whatsapp Automation
Action: Select an action
1. Select a trigger
  • Triggers when a new form response is submitted.

2. Select an action
  • Adds a tag to an existing contact in your WhatsScale CRM

  • Check if a phone number has a WhatsApp account

  • Creates a new contact in your WhatsScale CRM with phone number, name, and tags.

  • Permanently deletes a contact from your WhatsScale CRM. This action cannot be undone.

  • Finds a contact in your WhatsScale CRM by phone number.

  • Retrieves a contact from your WhatsScale CRM by selecting from a dropdown.

  • Returns channel metadata including name, subscriber count, and verification status

  • Returns group metadata including name, description, and participant count

  • Performs an arbitrary authorized API call.

  • Removes a tag from a contact in your WhatsScale CRM.

  • Sends a document file to a Whatsapp Contact

  • Sends a document file to a CRM contact

  • Sends a document file to a WhatsApp group

  • Send a location pin to a WhatsApp contact

  • Send a location pin to a WhatsScale CRM Contact

  • Send a location pin to a WhatsApp group

  • Sends a text message to any WhatsApp number or group ID.

  • Sends a text message to a WhatsApp contact.

  • Sends a text message to a CRM contact.

  • Sends a text message to a WhatsApp group.

  • Send a text message to a WhatsApp Channel

  • Send a poll to a WhatsApp channel

  • Send a poll to a WhatsApp contact

  • Send a poll to your WhatsScale CRM contact

  • Send a poll to a WhatsApp group

  • Sends a video message to any phone number or group ID.

  • Send a video with optional caption to a WhatsApp Channel (async processing)

  • Sends a video message to a WhatsApp contact.

  • Sends a video to a CRM contact.

  • Sends a video message to a WhatsApp group.

  • Send a voice note (PTT) or an audio file by entering a phone number or group ID manually.

  • Send a voice note (PTT) or an audio file to a WhatsApp contact selected from the dropdown.

  • Send a voice note (PTT) or an audio file to a contact from your WhatsScale CRM.

  • Send a voice note (PTT) or an audio file to a WhatsApp group selected from the dropdown.

  • Broadcast a voice note to a WhatsApp Channel. Channels support voice notes only; audio cannot be posted to a channel as a file attachment.

  • Sends an image using a phone number or group ID.

  • Send an image with optional caption to a WhatsApp Channel

  • Sends an image to a WhatsApp contact.

  • Sends an image to a CRM contact.

  • Sends an image to a WhatsApp group.

  • Posts a text story to your WhatsApp status.

  • Posts a video story to your WhatsApp status.

  • Posts an image story to your WhatsApp status.

  • Updates an existing contact's name or tags in your WhatsScale CRM.

Select a trigger and an action

Create workflow (opens in a new tab)