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CONVIRTOS
Tally

Connect CONVIRTOS and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a lead, client or task in CONVIRTOS. The fields below are loaded from the connected workspace, including its statuses, sources and custom fields.

  • Retrieves a single lead, client or task from the connected workspace by its ID.

  • Performs an arbitrary authorized call to the CONVIRTOS API, relative to /api. Authorization is added automatically from the connection.

  • Updates an existing lead, client or task. The fields below are loaded from the connected workspace, including its custom fields. Only the fields you map are changed.

Select a trigger and an action

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Triggers and actions

Explore what you can automate between CONVIRTOS and Tally.

Create a record
Creates a lead, client or task in CONVIRTOS. The fields below are loaded from the connected workspace, including its statuses, sources and custom fields.
Action
Get a record
Retrieves a single lead, client or task from the connected workspace by its ID.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API call
Performs an arbitrary authorized call to the CONVIRTOS API, relative to /api. Authorization is added automatically from the connection.
Action
Search records
Searches leads, clients or tasks using the connected workspace's own filters — status, source, date ranges and free text.
Search
Update a record
Updates an existing lead, client or task. The fields below are loaded from the connected workspace, including its custom fields. Only the fields you map are changed.
Action
Watch new leads
Triggers a scenario for every new lead that arrives in the connected workspace, ordered by creation date.
Trigger
Watch New Responses
Triggers when a new form response is submitted.
Trigger

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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.