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Zendesk Sell
Tally

Connect Zendesk Sell and Tally

Explore ready-made Zendesk Sell and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Zendesk Sell with Tally and automate the work that moves between them — no code required.

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
Zendesk Sell
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new company contact.

  • Creates a new deal.

  • Creates a new deal source.

  • Creates a new lead. A lead may represent a single individual or an organization.

  • Creates a new lead source.

  • Creates a new note.

  • Creates a new person contact.

  • Creates a new product. Products can be created only by an account administrator.

  • Creates a new task. You can create either a floating task or create a related task and associate it with one of the resource types.

  • Deletes an existing contact. If the specified contact does not exist, the request will return an error. This operation cannot be undone.

  • Deletes an existing deal and remove all of the associated contacts from the deal in a single call. If the specified deal does not exist, the request will return an error. This operation cannot be undone.

  • Deletes a specified source.

  • Deletes an existing lead. If the specified lead does not exist, this query returns an error. This operation cannot be undone.

  • Deletes an existing source.

  • Deletes an existing note. If the note ID does not exist, this request will return an error. This operation cannot be undone.

  • Deletes a product.

  • Deletes an existing task. If the specified task does not exist, this query will return an error. This operation cannot be undone.

  • Returns a single contact available to the user, according to the unique contact ID provided. If the specified contact does not exist, the request will return an error.

  • Returns a single deal.

  • Returns a single source.

  • Returns a single lead available to the user, according to the unique lead ID provided. If the specified lead does not exist, this query returns an error.

  • Returns a single source.

  • Returns a single note available to the user, according to the unique note ID provided. If the note ID does not exist, this request will return an error.

  • Returns a product.

  • Returns a single task available to the user according to the unique task ID provided.

  • Performs an arbitrary authorized API call.

  • Updates a company.

  • Updates deal information. If the specified deal does not exist, the request will return an error.

  • Updates a source.

  • Updates lead information. If the specified lead does not exist, this query returns an error.

  • Updates source information.

  • Updates a note.

  • Updates a person.

  • Updates product information. If the specified product does not exist, the request will return an error. Products can be modified only by an account administrator.

  • Updates task information.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Zendesk Sell and Tally.

Create a Company Contact
Creates a new company contact.
Action
Create a Deal
Creates a new deal.
Action
Create a Deal Source
Creates a new deal source.
Action
Create a Lead
Creates a new lead. A lead may represent a single individual or an organization.
Action
Create a Lead Source
Creates a new lead source.
Action
Create a Note
Creates a new note.
Action
Create a Person Contact
Creates a new person contact.
Action
Create a Product
Creates a new product. Products can be created only by an account administrator.
Action
Create a Task
Creates a new task. You can create either a floating task or create a related task and associate it with one of the resource types.
Action
Load more

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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.