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Flexie CRM
Tally

Connect Flexie CRM and Tally

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

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Create a custom workflow

Integrate Flexie CRM 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
Flexie CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a contact.

  • Creates a custom entity.

  • Creates a deal.

  • Creates a lead.

  • Creates an account.

  • Deletes a contact.

  • Deletes a custom entity.

  • Deletes a deal.

  • Deletes a lead.

  • Deletes an account.

  • Gets a contact.

  • Gets a custom entity.

  • Gets a deal.

  • Gets a lead.

  • Gets an account.

  • Performs an arbitrary authorized API call.

  • Updates a contact.

  • Updates a custom entity.

  • Updates a deal.

  • Updates a lead.

  • Updates an account.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Flexie CRM and Tally.

Create a Contact
Creates a contact.
Action
Create a Custom Entity
Creates a custom entity.
Action
Create a Deal
Creates a deal.
Action
Create a Lead
Creates a lead.
Action
Create an Account
Creates an account.
Action
Delete a Contact
Deletes a contact.
Action
Delete a Custom Entity
Deletes a custom entity.
Action
Delete a Deal
Deletes a deal.
Action
Delete a Lead
Deletes a lead.
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.