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Benetics AI
Tally

Connect Benetics AI and Tally

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

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Create a custom workflow

Integrate Benetics AI 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
Benetics AI
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a project.

  • Creates a task.

  • Gets the active user (owner of the Benetics API key used to connect in Make).

  • Make a call to the Benetics API.

  • Uploads a document to Benetics.

  • Uploads a plan to Benetics.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Benetics AI and Tally.

Create a Project
Creates a project.
Action
Create a Task
Creates a task.
Action
Get a User
Gets the active user (owner of the Benetics API key used to connect in Make).
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Make a call to the Benetics API.
Action
New Project Events
Triggers when a project is created in Benetics.
Trigger
New Task Events
Triggers when a new task appears in Benetics.
Trigger
Upload a Document
Uploads a document to Benetics.
Action
Upload a Plan
Uploads a plan to Benetics.
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.