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Keap
Tally

Connect Keap and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Applies a tag to a list of contacts.

  • Applies a list of tags to a given contact record.

  • Creates a new contact in your contact list.

  • Creates a new note.

  • Creates a new task.

  • Creates a new contact or updates a contact in your contact list.

  • Creates a new tag.

  • Creates a new tag category.

  • Deletes the specified appointment.

  • Deletes the specified contact.

  • Deletes the specified file.

  • Deletes a note.

  • Permanently deletes a specified task.

  • Performs an arbitrary authorized API call.

  • Removes a list of tags from the given contact.

  • Removes a tag from a list of contacts.

  • Uploads a file to replace an existing one.

  • Retrieves a single contact.

  • Retrieves metadata about a specific file.

  • Retrieves a single note.

  • Retrieves a single tag.

  • Retrieves a single task.

  • Retrieves a specific appointment belonging to you.

  • Retrieves a single opportunity.

  • Retrieves a single order.

  • Retrieves a single product from your Infusionsoft account.

  • Retrieves a single transaction.

  • Updates a contact with only the values provided in the request.

  • Updates a task with only the values provided in the request.

  • Uploads a File.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Keap and Tally.

Apply Tag to Contacts
Applies a tag to a list of contacts.
Action
Apply Tags
Applies a list of tags to a given contact record.
Action
Create a Contact
Creates a new contact in your contact list.
Action
Create a Note
Creates a new note.
Action
Create a Task
Creates a new task.
Action
Create or Update a Contact
Creates a new contact or updates a contact in your contact list.
Action
Create Tag
Creates a new tag.
Action
Create Tag Category
Creates a new tag category.
Action
Delete an Appointment
Deletes the specified appointment.
Action
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.