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Capsule CRM
Tally

Connect Capsule CRM and Tally

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

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Create a custom workflow

Integrate Capsule CRM 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
Capsule CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds an person or organisation as an additional contact to the case.

  • Adds an person or organisation as an additional contact to the opportunity

  • Creates a new case.

  • Creates a new party, opportunity or case custom field.

  • Creates a new opportunity milestone.

  • Creates a new party.

  • Defines a new party, opportunity or case tag.

  • Creates a new task.

  • Creates a new task category.

  • Applies a track definition to a case or opportunity to create a track.

  • Creates a new entry.

  • Creates a new opportunity.

  • Deletes a specific case.

  • Removes a custom field from your capsule account

  • Removes a Milestone from the capsule account. You cannot delete a Milestone while it is still being used on an Opportunity. First you need to update the Milestone on all such Opportunities.

  • Deletes a specific party.

  • Removes a tag from the capsule account. NOTE that this will remove the tag from any parties, opportunities and cases it was assigned to.

  • Deletes a specific task.

  • Removes a category from your capsule account. Any tasks under this category will be retained but will become uncategorized.

  • Removes a track and related tasks from case or opportunity.

  • Removes an entry from the capsule account and any associated attachments.

  • Deletes a specific opportunity.

  • Performs an arbitrary authorized API call.

  • Removes that person or organisation as an additional contact of the case.

  • Removes a party or organisation as an additional contact of the opportunity.

  • Shows a specific case

  • Shows a specific custom field.

  • Shows a specific milestone.

  • Shows a specific person or organisation.

  • Shows a specific tag.

  • Shows a specific task.

  • Shows a specific task category.

  • Shows a specific track.

  • Shows a specified note, email or the details of a completed party task.

  • Returns a specific opportunity.

  • Updates an existing case

  • Updates the details of a party, opportunity or case field definition.

  • Updates the name, description or probability of a milestone.

  • Updates an existing party. Fields that are not included in the request will remain unchanged.

  • Updates the details of a party, opportunity or case tag.

  • Updates an existing task.

  • Allows to rename or change the colour of the task category.

  • Updates basic details about a track.

  • Updates the content of notes and emails.

  • Updates an existing opportunity

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Capsule CRM and Tally.

Add an Additional Party in Case
Adds an person or organisation as an additional contact to the case.
Action
Add an Additional Party in Opportunity
Adds an person or organisation as an additional contact to the opportunity
Action
Create a Case
Creates a new case.
Action
Create a Custom Field
Creates a new party, opportunity or case custom field.
Action
Create a Milestone
Creates a new opportunity milestone.
Action
Create a Party
Creates a new party.
Action
Create a Tag
Defines a new party, opportunity or case tag.
Action
Create a Task
Creates a new task.
Action
Create a Task Category
Creates a new task category.
Action
Load more

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.