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Acuity PPM
Tally

Connect Acuity PPM and Tally

Explore ready-made Acuity PPM and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Acuity PPM 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
Acuity PPM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Create a new Milestone

  • Add a new Project

  • Add a new Proposal

  • Get Timeline

  • Get an existing Project

  • Get an existing Proposal

  • Update an existing Milestone

  • Update existing Project

  • Update Project Timeline Dates

  • Update an existing Proposal

  • Update Proposal Timeline Dates

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Acuity PPM and Tally.

Create Milestone
Create a new Milestone
Action
Create Project
Add a new Project
Action
Create Proposal
Add a new Proposal
Action
Get Milestone
Get Timeline
Action
Get Project
Get an existing Project
Action
Get Proposal
Get an existing Proposal
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Update Milestone
Update an existing Milestone
Action
Update Project
Update existing Project
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.