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clieent® CRM
Tally

Connect clieent® CRM and Tally

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

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Create a custom workflow

Integrate clieent® 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
clieent® CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Alimentar linha do tempo de oportunidade

  • Buscar um cliente

  • Cadastrar um novo cliente

  • Lista todos os usuários da conta

  • Executa uma chamada de API autorizada arbitrária.

  • Mova uma oportunidade para outra etapa

  • Subscrever página de captura.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between clieent® CRM and Tally.

Alimentar linha do tempo de oportunidade
Alimentar linha do tempo de oportunidade
Action
Buscar um cliente
Buscar um cliente
Action
Cadastrar um novo cliente
Cadastrar um novo cliente
Action
Criar uma oportunidade
Lista todos os usuários da conta
Action
Faça uma chamada de API
Executa uma chamada de API autorizada arbitrária.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Mover uma oportunidade
Mova uma oportunidade para outra etapa
Action
Oportunidade criada
Executa um disparo toda vez que uma oportunidade é criada
Trigger
Subscrever página de captura
Subscrever página de captura.
Action
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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.