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FirstPromoter v2
Tally

Connect FirstPromoter v2 and Tally

Explore ready-made FirstPromoter v2 and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate FirstPromoter v2 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
FirstPromoter v2
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a promoter to a campaign.

  • Assigns a parent promoter to your promoters.

  • Creates a promoter in your FirstPromoter account.

  • Performs an arbitrary authorized API call

  • Moves a promoter into a campaign.

  • Moves referrals to another promoter.

  • Retrieves for a promoter by email, auth_token, ref_token, or promo_code on FirstPromoter.

  • Retrieves a referral by email/uid/username on FirstPromoter.

  • This action will mark the customer as cancelled and will decrease the MRR generated by them.

  • Creates a new lead and assigns it to an affiliate/promoter.

  • Generates a refund. This action is similar to the sales action and generates negative commissions.

  • Generates a commission for a sale from an affiliate/promoter.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between FirstPromoter v2 and Tally.

Add a Promoter to a Campaign
Adds a promoter to a campaign.
Action
Assign Parent Promoter
Assigns a parent promoter to your promoters.
Action
Create a Promoter
Creates a promoter in your FirstPromoter account.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an arbitrary authorized API call
Action
Move a Promoter to a Campaign
Moves a promoter into a campaign.
Action
Move a Referral to a Promoter
Moves referrals to another promoter.
Action
Retrieve a Promoter
Retrieves for a promoter by email, auth_token, ref_token, or promo_code on FirstPromoter.
Action
Retrieve a Referral
Retrieves a referral by email/uid/username on FirstPromoter.
Action
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FAQs

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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.