Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
Customerly
Tally

Connect Customerly and Tally

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

Get started free

Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds or deletes a user or lead tag.

  • Creates or updates a lead.

  • Creates or updates a user.

  • Deletes a lead.

  • Deletes a tag.

  • Deletes a user.

  • Gets a lead.

  • Gets a user.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Customerly and Tally.

Add a Tag / Untag
Adds or deletes a user or lead tag.
Action
Create / Update a Lead
Creates or updates a lead.
Action
Create / Update a User
Creates or updates a user.
Action
Delete a Lead
Deletes a lead.
Action
Delete a Tag
Deletes a tag.
Action
Delete a User
Deletes a user.
Action
Get a Lead
Gets a lead.
Action
Get a User
Gets a user.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
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.