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iClosed
Tally

Connect iClosed and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Action to add Call Outcome in iClosed.

  • Action to assign a Setter Owner to a Contact.

  • Action to cancel a call in iClosed.

  • Creates a new contact in iClosed.

  • Creates a new contact note in iClosed.

  • Creates a new transaction in iClosed.

  • Action to update a Contact in iClosed.

  • Action to update a contact custom field in iClosed.

  • Updates the setter owner of contact in iClosed.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between iClosed and Tally.

Add Call Outcome
Action to add Call Outcome in iClosed.
Action
Assign Setter Owner
Action to assign a Setter Owner to a Contact.
Action
Cancel Call
Action to cancel a call in iClosed.
Action
Create a New Contact
Creates a new contact in iClosed.
Action
Create a New Contact Note
Creates a new contact note in iClosed.
Action
Create a New Transaction
Creates a new transaction in iClosed.
Action
Custom Contact Field Updated
Triggers when a contact custom field is updated in iClosed.
Trigger
List Fields Definitions
Lists all field definitions for the selected form.
Search
Search Call
Search Call in iClosed by contactId, date, type and closer owner.
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.