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BlueLink
Tally

Connect BlueLink and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Helper function to create an address object

  • Helper function to create an applicant object

  • Create Case Note for Quote

  • Helper function to create an committed monthly expenditure object

  • Helper function to create an fund object

  • Helper function to create an fund object

  • Helper function to create an Occupant object

  • This function queries BOSS to find the selected Product Id

  • Get Document

  • Get the metadata from all documents of a quote

  • Request a Decision in Principle on a quote

  • Save Experian Open Banking Payload

  • Create or Update quotes in BlueLink

  • Submit application selecting a product

  • This action updates the external reference in Azure cloud

  • This Action uploads a document to the Azure cloud storage

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between BlueLink and Tally.

Create Address Object
Helper function to create an address object
Action
Create Applicants Object
Helper function to create an applicant object
Action
Create Case Note
Create Case Note for Quote
Action
Create Committed Monthly Expenditure Object
Helper function to create an committed monthly expenditure object
Action
Create Fund Object
Helper function to create an fund object
Action
Create Income Object
Helper function to create an fund object
Action
Create Occupant
Helper function to create an Occupant object
Action
Document Trigger
Trigger when a Document is uploaded, deleted or changed
Trigger
Find Boss Product
This function queries BOSS to find the selected Product Id
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.