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Anchor
Tally

Connect Anchor and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a client contact in Anchor.

  • Creates a draft proposal from a chosen template for the specified client contact.

  • Performs an arbitrary authorized API call.

  • Creates a draft proposal from a chosen template for the specified client contact.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Anchor and Tally.

Create a Contact
Creates a client contact in Anchor.
Action
Create a Proposal Draft
Creates a draft proposal from a chosen template for the specified client contact.
Action
List Contacts
Retrieves all client contacts in your Anchor account.
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
List Proposal Templates
Retrieves proposal templates available in your account.
Search
Make an API Call
Performs an arbitrary authorized API call.
Action
Publish a Proposal
Creates a draft proposal from a chosen template for the specified client contact.
Action
Watch Amended Agreements
Triggers when an amendment to an agreement is sent.
Trigger
Watch Approved Agreement Amendments
Triggers when a client approves an agreement amendment.
Trigger
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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.