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Folderit DMS
Tally

Connect Folderit DMS and Tally

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

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Create a custom workflow

Integrate Folderit DMS 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
Folderit DMS
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a new date-based reminder to a file.

  • Adds an existing meta column to the selected folder.

  • Creates a section or a folder in the selected section / folder.

  • Deletes file specified by its ID.

  • Deletes a selected folder or a section.

  • Deletes a meta field from the specified folder.

  • Downloads selected file.

  • Retrieves file by its ID.

  • Retrieves the folder information.

  • Performs an arbitrary API call.

  • Starts an approval, acknowledgement, signing, or review workflow on a file or folder.

  • Updates a folder by its ID.

  • Updates the status of the folder's meta field.

  • Uploads a file. Maximum size is 5 GB.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Folderit DMS and Tally.

Add a Reminder
Adds a new date-based reminder to a file.
Action
Add Meta To Folder
Adds an existing meta column to the selected folder.
Action
Create a Section / Folder
Creates a section or a folder in the selected section / folder.
Action
Delete a File
Deletes file specified by its ID.
Action
Delete a Folder or a Section
Deletes a selected folder or a section.
Action
Delete Folder's Meta
Deletes a meta field from the specified folder.
Action
Download a File
Downloads selected file.
Action
Get a File
Retrieves file by its ID.
Action
Get a Folder
Retrieves the folder information.
Action
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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.