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Certyneo
Tally

Connect Certyneo and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a signature envelope from documents already uploaded to Certyneo, and optionally sends it to the recipients immediately.

  • Retrieves a single envelope by its ID, with its status, documents and recipients.

  • Performs an arbitrary authorized API call against the Certyneo REST API v1 (any endpoint of https://api.certyneo.com/api/v1).

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Certyneo and Tally.

Create an envelope
Creates a signature envelope from documents already uploaded to Certyneo, and optionally sends it to the recipients immediately.
Action
Get an envelope
Retrieves a single envelope by its ID, with its status, documents and recipients.
Action
List envelopes
Returns a paginated list of envelopes for the connected account, newest first, optionally filtered by status.
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API call
Performs an arbitrary authorized API call against the Certyneo REST API v1 (any endpoint of https://api.certyneo.com/api/v1).
Action
Watch envelope completed
Triggers when every recipient has signed and the envelope is completed. Includes a download link for the signed PDF when available.
Trigger
Watch envelope created
Triggers as soon as a new envelope is created (status DRAFT) — before it is sent to any recipient.
Trigger
Watch envelope declined
Triggers when a recipient refuses to sign. Includes who declined and the reason they gave.
Trigger
Watch envelope expired
Triggers when an envelope reaches its expiration deadline before every recipient has signed (status moves to EXPIRED).
Trigger
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FAQs

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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.