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Custify
Tally

Connect Custify and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a new reply to the existing ticket.

  • Adds a new tag to the entity.

  • Adds a tag to the existing people record.

  • Adds or updates a custom data object.

  • Adds a new people record.

  • Creates a new comment.

  • Creates a new company.

  • Creates a new deal.

  • Creates a new note.

  • Creates a new subscription.

  • Creates a new tag.

  • Creates a new task.

  • Creates a new ticket.

  • Creates a new invoice.

  • Deletes an existing company.

  • Deletes a custom data object.

  • Deletes an existing deal.

  • Deletes an existing people record.

  • Deletes an existing subscription.

  • Deletes an existing tag.

  • Deletes an existing ticket.

  • Deletes an existing invoice.

  • Retrieves an existing company.

  • Retrieves an existing tag.

  • Retrieves an existing task.

  • Retrieves available filter values.

  • Retrieves an existing people record.

  • Inserts a new event.

  • Performs an arbitrary authorized API call.

  • Removes an existing tag from the entity.

  • Removes a tag from the existing people record.

  • Sends a new batch request.

  • Unlinks an existing file.

  • Updates an existing comment.

  • Updates an existing company.

  • Updates an existing deal.

  • Updates an existing note.

  • Updates an existing subscription.

  • Updates an existing tag.

  • Updates an existing task.

  • Updates a new ticket.

  • Updates an existing invoice.

  • Updates an existing people record.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Custify and Tally.

Add a Reply to the Ticket
Adds a new reply to the existing ticket.
Action
Add a Tag to the Entity
Adds a new tag to the entity.
Action
Add a Tag to the People
Adds a tag to the existing people record.
Action
Add or Update a Custom Data Object
Adds or updates a custom data object.
Action
Add People
Adds a new people record.
Action
Create a Comment
Creates a new comment.
Action
Create a Company
Creates a new company.
Action
Create a Deal
Creates a new deal.
Action
Create a Note
Creates a new note.
Action
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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.