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EspoCRM
Tally

Connect EspoCRM and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Composes an email.

  • Creates a call.

  • Creates a case.

  • Creates a contact.

  • Creates a lead.

  • Creates a meeting.

  • Creates a task.

  • Creates an account.

  • Creates an attachment for case, task, or composing an email.

  • Creates an opportunity.

  • Deletes a call.

  • Deletes a case.

  • Deletes a contact.

  • Deletes a lead.

  • Deletes a meeting.

  • Deletes a task.

  • Deletes an account.

  • Deletes an opportunity.

  • Gets a call.

  • Gets a case.

  • Gets a contact.

  • Gets a lead.

  • Gets a meeting.

  • Gets a task.

  • Gets an account.

  • Gets an opportunity.

  • Performs an arbitrary authorized API call.

  • Updates a call.

  • Updates a case.

  • Updates a contact.

  • Updates a lead.

  • Updates a meeting.

  • Updates a task.

  • Updates an account.

  • Updates an opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between EspoCRM and Tally.

Compose an Email
Composes an email.
Action
Create a Call
Creates a call.
Action
Create a Case
Creates a case.
Action
Create a Contact
Creates a contact.
Action
Create a Lead
Creates a lead.
Action
Create a Meeting
Creates a meeting.
Action
Create a Task
Creates a task.
Action
Create an Account
Creates an account.
Action
Create an Attachment
Creates an attachment for case, task, or composing an email.
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.