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Agile CRM
Tally

Connect Agile CRM and Tally

Explore ready-made Agile CRM and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Agile CRM 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
Agile CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a contact by email to a selected campaign.

  • Adds a new note to a ticket, contact or deal.

  • Adds a new event on the calendar.

  • Creates a new company.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new task.

  • Creates a new ticket.

  • Deletes a company.

  • Deletes a contact.

  • Deletes a deal.

  • Deletes a task.

  • Deletes a ticket

  • Deletes an event.

  • Gets the details of a company.

  • Retrives an existing contact by email.

  • Gets the details of a contact by ID.

  • Gets the details of a deal.

  • Gets the details of a task.

  • Gets the details of a ticket.

  • Gets the details of an event.

  • Performs an arbitrary authorized API call.

  • Updates an existing company.

  • Updates an existing contact.

  • Updates an existing deal.

  • Updates an existing task.

  • Updates an existing event.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Agile CRM and Tally.

Add a Contact to a Campaign
Adds a contact by email to a selected campaign.
Action
Add a Note
Adds a new note to a ticket, contact or deal.
Action
Add an Event
Adds a new event on the calendar.
Action
Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
Action
Create a Deal
Creates a new deal.
Action
Create a Task
Creates a new task.
Action
Create a Ticket
Creates a new ticket.
Action
Delete a Company
Deletes a company.
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.