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DigitalPilot
Tally

Connect DigitalPilot and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Add a target account to follow or advertise

  • Performs an arbitrary authorized API call.

  • Remove a target account from a specific list

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between DigitalPilot and Tally.

Add Target Account
Add a target account to follow or advertise
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an arbitrary authorized API call.
Action
Remove Target Account
Remove a target account from a specific list
Action
Watch High Intent Visits
Triggers when a business exhibiting high intent visit on your website, ensuring you never miss an opportunity to engage with motivated prospects.
Trigger
Watch Lead Capture
Triggers when a new lead is captured from your website or other sources.
Trigger
Watch New Responses
Triggers when a new form response is submitted.
Trigger
Watch Target Account Visits
Triggers when a business you've identified as a high-priority target account browses your site.
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.