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BoldDesk
Tally

Connect BoldDesk and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Create a new contact.

  • Create a new contact group.

  • Create a new ticket.

  • Add a note to an existing ticket.

  • Add a reply to an existing ticket.

  • Performs an arbitrary authorized API call.

  • Update an existing contact.

  • Update an existing contact group.

  • Update an existing ticket.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between BoldDesk and Tally.

Create a contact
Create a new contact.
Action
Create a contact group
Create a new contact group.
Action
Create a ticket
Create a new ticket.
Action
Create a ticket note
Add a note to an existing ticket.
Action
Create a ticket reply
Add a reply to an existing ticket.
Action
Get a contact
Find a contact by email address.
Search
Get a contact group
Find contact group by name.
Search
Get a ticket
Find a ticket by its ticket ID.
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
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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.