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HEU
Tally

Connect HEU and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new document from an existing source document.

  • Creates and shares a new PDF document from a source document for signature.

  • Returns information about a specific PDF document by its document ID.

  • Performs an authorized API call to HEU

  • Sends a signature reminder for a specific PDF document.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between HEU and Tally.

Create a document
Creates a new document from an existing source document.
Action
Create a PDF document
Creates and shares a new PDF document from a source document for signature.
Action
Get a PDF document
Returns information about a specific PDF document by its document ID.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
List PDF document placeholders
Returns the placeholders for a specific PDF document.
Search
List PDF document signer placeholders
Returns the placeholders for a specific signer in a specific PDF document.
Search
List PDF document signers
Returns the signers for a specific PDF document.
Search
List PDF documents
Returns PDF documents or templates matching the selected criteria.
Search
Make an API call
Performs an authorized API call to HEU
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.