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Assembly
Tally

Connect Assembly and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Cancels a specific subscription. Status must be 'active' or 'not started'.

  • Creates a client in Copilot.

  • Creates a new company.

  • Creates a file in a specified file channel.

  • Creates a File Channel for a specified client or company.

  • Creates a folder in the specified file channel.

  • Creates a link in the specified file channel.

  • Creates a message channel for the specified client, company, or group.

  • Creates a note for a client or company.

  • Creates a subscription for a specific client or company.

  • Creates a task in a workspace.

  • Creates a custom event in a workspace. ⚠️ Enterprise plan required: This endpoint is only available to workspaces on an enterprise plan. Requests from workspaces on any other plan return "401 Unauthorized" with the message "Creating audit log events requires an enterprise plan."

  • Creates an invoice for a specified client or company in a workspace.

  • Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.

  • Deletes a specific client.

  • Deletes a specific company.

  • Deletes a specific file, folder, or link. Folders must be empty to be deleted.

  • Delete a specific note.

  • Deletes a specific task from a workspace.

  • Deletes a specific comment in a task.

  • Downloads the contents of a file (under 4MB).

  • Performs an arbitrary authorized API call.

  • Requests a Form Response from a client.

  • Retrieves a specific client from Copilot.

  • Retrieves a specific company from Copilot.

  • Retrieves a specific contract.

  • Retrieves a contract template.

  • Retrieves a download URL to download the contents of a file (of all sizes).

  • Retrieves the metadata for a specific file object (file, folder, or link).

  • Retrieves a specific file channel.

  • Retrieves a specific form.

  • Retrieves a specific message channel.

  • Retrieves a client or company note by ID.

  • Retrieves a specific price.

  • Retrieves a specific product in a workspace by ID.

  • Retrieves a subscription by ID.

  • Retrieves a specific task from a workspace.

  • Retrieves a specific task comment.

  • Retrieves a specific task template from a workspace.

  • Retrieves a specific event from a workspace.

  • Retrieves a specific internal user.

  • Retrieves an invoice by its unique ID.

  • Retrieves an object containing all options for the specified multi-select field. This module retrieves custom field options for Client tag fields only.

  • Retrieves an object containing all options for the specified multi-select field. This module retrieves custom field options for Company tag fields only.

  • Retrieves workspace information based on the connected account's API key

  • Sends a contract to a specific client.

  • Sends a message to the specified message channel.

  • Updates a client.

  • Updates a specific company

  • Updates a specific note.

  • Updates a task in a workspace.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Assembly and Tally.

Cancel a Subscription
Cancels a specific subscription. Status must be 'active' or 'not started'.
Action
Create a Client
Creates a client in Copilot.
Action
Create a Company
Creates a new company.
Action
Create a File
Creates a file in a specified file channel.
Action
Create a File Channel
Creates a File Channel for a specified client or company.
Action
Create a Folder
Creates a folder in the specified file channel.
Action
Create a Link
Creates a link in the specified file channel.
Action
Create a Message Channel
Creates a message channel for the specified client, company, or group.
Action
Create a Note
Creates a note for a client or company.
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.