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CRM Messaging
Tally

Connect CRM Messaging and Tally

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

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Create a custom workflow

Integrate CRM Messaging 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
CRM Messaging
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Sends WhatsApp templates from CRM messaging.

  • Performs an API call to CRM Messaging

  • Sends an SMS from a CRM Messaging Account.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between CRM Messaging and Tally.

Send a WhatsApp Template
Sends WhatsApp templates from CRM messaging.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an API call to CRM Messaging
Action
Send a SMS
Sends an SMS from a CRM Messaging Account.
Action
Watch Incoming Messages
Triggers when incoming messages is received in CRM Messaging
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.