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AgilePlace
Tally

Connect AgilePlace and Tally

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

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Create a custom workflow

Integrate AgilePlace 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
AgilePlace
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Assigns a user to specific cards.

  • Connects a card to a child or parent cards.

  • Creates a new card on the board.

  • Creates a card type.

  • Creates a new comment.

  • Creates a new task in the specified card.

  • Creates custom fields.

  • Deletes a specific card.

  • Deletes one or more parent or child connection from a card.

  • Removes a specific card type.

  • Removes custom fields.

  • Retrieves a card details.

  • Retrieves a specific card type.

  • Performs an arbitrary authorized API call.

  • Moves selected cards to the default lane of the specified board.

  • Moves selected cards to the specified lane of the same board.

  • Moves a task into the 'ToDo', 'Doing' or 'Done' lane.

  • Unassigns a user from specific cards.

  • Updates an existing card.

  • Updates a specific card type.

  • Updates an existing custom field.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between AgilePlace and Tally.

Assign a User
Assigns a user to specific cards.
Action
Connect a Card
Connects a card to a child or parent cards.
Action
Create a Card
Creates a new card on the board.
Action
Create a Card Type
Creates a card type.
Action
Create a Comment
Creates a new comment.
Action
Create a Task
Creates a new task in the specified card.
Action
Create Custom Fields
Creates custom fields.
Action
Delete a Card
Deletes a specific card.
Action
Delete a Card Connections
Deletes one or more parent or child connection from a card.
Action
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Support

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.