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CompanyHub
Tally

Connect CompanyHub and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a selected product on a quote specified by ID.

  • Adds a selected product on a sales order specified by ID.

  • Creates a new company.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new quote.

  • Creates a record in a table specified by name.

  • Creates a new sales order.

  • Deletes a company specified by ID.

  • Deletes a contact specified by ID.

  • Deletes a deal specified by ID.

  • Deletes a quote specified by ID.

  • Deletes a selected product of a quote specified by ID.

  • Deletes a record of a specific table specified by ID.

  • Deletes a sales order specified by ID.

  • Deletes a sales order product specified by ID.

  • Retrieves details of a company specified by ID.

  • Retrieves details of a contact specified by ID.

  • Retrieves details of a deal specified by ID.

  • Retrieves details of a quote specified by ID.

  • Retrieves details of a quote product specified by ID.

  • Retrieves details of a record of a specific table specified by ID.

  • Retrieves details of a sales order specified by ID.

  • Retrieves details of a sales order product specified by ID.

  • Performs an arbitrary API call.

  • Updates a company specified by ID.

  • Updates a contact specified by ID.

  • Updates a deal specified by ID.

  • Updates a quote specified by ID.

  • Updates a quote product specified by ID.

  • Updates a record in a table specified by name.

  • Updates a sales order specified by ID.

  • Updates a sales order product specified by ID.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between CompanyHub and Tally.

Add a Product on a Quote
Adds a selected product on a quote specified by ID.
Action
Add a Product on a Sales Order
Adds a selected product on a sales order specified by ID.
Action
Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
Action
Create a Deal
Creates a new deal.
Action
Create a Quote
Creates a new quote.
Action
Create a Record
Creates a record in a table specified by name.
Action
Create a Sales Order
Creates a new sales order.
Action
Delete a Company
Deletes a company specified by ID.
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.