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BranchIS
Tally

Connect BranchIS and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Attaches a URL link to the Project.

  • Attaches a URL link to the Task.

  • Creates a new Project which can be empty or from a Template.

  • Creates everything the Task should have.

  • Returns detail of the Project with a lot of useful information such as predictions which is your CRM greedy for.

  • Returns detail of the existing Task.

  • Makes a custom BranchIS API request

  • Sends message to chat channel

  • Updates an existing project.

  • Updates an already existing Task.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between BranchIS and Tally.

Attach an URL link to the project
Attaches a URL link to the Project.
Action
Attach an URL link to the task
Attaches a URL link to the Task.
Action
Create a Project
Creates a new Project which can be empty or from a Template.
Action
Create a Task
Creates everything the Task should have.
Action
Get Project Detail
Returns detail of the Project with a lot of useful information such as predictions which is your CRM greedy for.
Action
Get Task Detail
Returns detail of the existing Task.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Makes a custom BranchIS API request
Action
Search Projects
Searches by query string. It uses fulltext search and very powerful query language as well.
Search
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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.