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Clio Manage
Tally

Connect Clio Manage and Tally

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

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Create a custom workflow

Integrate Clio Manage 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
Clio Manage
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new calendar entry.

  • Creates a new communication.

  • Creates a new contact.

  • Creates a new folder.

  • Creates a new matter.

  • Creates a new note.

  • Creates a new task.

  • Creates a new activity.

  • Deletes a calendar entry by identificator.

  • Deletes a communication by identificator.

  • Deletes a contact by identificator.

  • Deletes a folder by identificator.

  • Deletes a matter by identificator.

  • Deletes a note by identificator.

  • Deletes a task by identificator.

  • Deletes an activity by identificator.

  • Gets an existing calendar entry.

  • Gets an existing communication.

  • Gets an existing contact.

  • Gets an existing folder.

  • Gets an existing matter.

  • Gets an existing note.

  • Gets an existing task.

  • Gets an existing activity.

  • Performs an arbitrary authorized API call.

  • Updates an existing calendar entry.

  • Updates an existing communication.

  • Updates an existing contact.

  • Update an existing folder.

  • Updates an existing matter.

  • Updates an existing note.

  • Updates an existing task.

  • Updates an existing activity.

  • Creates a new document.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Clio Manage and Tally.

Create a Calendar Entry
Creates a new calendar entry.
Action
Create a Communication
Creates a new communication.
Action
Create a Contact
Creates a new contact.
Action
Create a Folder
Creates a new folder.
Action
Create a Matter
Creates a new matter.
Action
Create a Note
Creates a new note.
Action
Create a Task
Creates a new task.
Action
Create an Activity
Creates a new activity.
Action
Delete a Calendar Entry
Deletes a calendar entry by identificator.
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.