Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
Hellobooks.ai
Tally

Connect Hellobooks.ai and Tally

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

Get started free

Create a custom workflow

Integrate Hellobooks.ai 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
Hellobooks.ai
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new bill in Hellobooks.ai.

  • Creates a new customer in Hellobooks.ai.

  • Creates a new vendor in Hellobooks.ai.

  • Creates a new expense claim in Hellobooks.ai.

  • Creates a new invoice in Hellobooks.ai.

  • Creates a new item in Hellobooks.ai.

  • Performs an arbitrary authorized API call to Hellobooks.ai.

  • Records a new payment in Hellobooks.ai.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Hellobooks.ai and Tally.

Create a bill
Creates a new bill in Hellobooks.ai.
Action
Create a customer
Creates a new customer in Hellobooks.ai.
Action
Create a vendor
Creates a new vendor in Hellobooks.ai.
Action
Create an expense claim
Creates a new expense claim in Hellobooks.ai.
Action
Create an invoice
Creates a new invoice in Hellobooks.ai.
Action
Create an item
Creates a new item in Hellobooks.ai.
Action
Find a customer
Searches for a customer in Hellobooks.ai.
Search
Find a vendor
Searches for a vendor in Hellobooks.ai.
Search
Find an invoice
Searches for an invoice in Hellobooks.ai.
Search
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.