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Helpwise
Tally

Connect Helpwise and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new note.

  • Creates a new contact.

  • Creates a new mailbox.

  • Returns information about a specific contact.

  • Returns information about a specific mailbox.

  • Returns information about a specific thread/conversation.

  • Performs an arbitrary authorized API call.

  • Creates and sends a new email.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Helpwise and Tally.

Add a Note
Creates a new note.
Action
Create a Contact
Creates a new contact.
Action
Create a Mailbox
Creates a new mailbox.
Action
Get a Contact
Returns information about a specific contact.
Action
Get a Mailbox
Returns information about a specific mailbox.
Action
Get a Thread
Returns information about a specific thread/conversation.
Action
List Contacts
Returns data about your contacts from Helpwise.
Search
List Emails
Lists your emails from Helpwise.
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
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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.