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Convercus Loyalty
Tally

Connect Convercus Loyalty and Tally

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

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Create a custom workflow

Integrate Convercus Loyalty 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
Convercus Loyalty
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Assigns an account to a specified coupon.

  • Creates a new booking.

  • Creates a new membership (Link user with account).

  • Creates a new transaction

  • Creates a new user.

  • Creates a new account.

  • Creates a new account transaction

  • Adds an Identifier (card code, external code) for the given Account.

  • Deletes a user.

  • Deletes an account.

  • Returns the specific membership.

  • Returns a user for the specified id.

  • Retrieve all the bookings for the given account

  • Returns the account level for the specified account.

  • Returns the specific account.

  • Return the list of all program rating levels.

  • Returns the account balance for the the specified account.

  • Returns the account balance in EUR for the the specified account.

  • Get the user registration data to be able to complete the register.

  • Make a raw API call to any Convercus Loyalty endpoint

  • Redeems a Coupon

  • Updates an existing coupon.

  • Updates the specified user parameters.

  • Updates the rating level for the the specified account.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Convercus Loyalty and Tally.

Assign a Coupon
Assigns an account to a specified coupon.
Action
Create a Booking
Creates a new booking.
Action
Create a Membership
Creates a new membership (Link user with account).
Action
Create a Transaction
Creates a new transaction
Action
Create a User
Creates a new user.
Action
Create an Account
Creates a new account.
Action
Create an Account Transaction
Creates a new account transaction
Action
Create an Identifier
Adds an Identifier (card code, external code) for the given Account.
Action
Delete a User
Deletes a user.
Action
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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.