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Intercom
Tally

Connect Intercom and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Assigns a conversation to an admin or team.

  • Attaches or detaches a company from a user.

  • Attaches or detaches a tag from a company.

  • Attaches or detaches a tag from a user.

  • Attaches or detaches a tag from a conversation.

  • Closes a conversation.

  • Creates a new contact (user or lead).

  • Create a conversation initiated by a user or lead.

  • Creates a note associated to a contact.

  • Creates a message for an in-app conversation or email conversation.

  • Creates or updates a company.

  • Creates or updates a data attribute for contacts or companies.

  • Creates or updates a tag.

  • Deletes a contact.

  • Deletes a tag.

  • Retrieves a company.

  • Retrieves a contact.

  • Retrieves a note associated to a contact.

  • Retrieves a conversation.

  • Retrieves a segment.

  • Retrieves an admin.

  • Retrieves the authenticated user.

  • Performs an arbitrary authorized API call.

  • Marks a conversation as read.

  • Merges a lead into a user.

  • Opens a snoozed or closed conversation.

  • Replies to a conversation with a message on behalf of a contact or admin or with a note for admins.

  • Sets an admin on "away" for the inbox.

  • Snoozes a conversation to reopen on a future date.

  • Submits a contact event.

  • Updates a contact.

  • Updates the custom attributes of a conversation.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Intercom and Tally.

Assign a Conversation
Assigns a conversation to an admin or team.
Action
Attach/Detach a Company to/from a Contact
Attaches or detaches a company from a user.
Action
Attach/Detach a Contact to/from a Conversation
Attaches or detaches a contact from a conversation.
Search
Attach/Detach a Tag to/from a Company
Attaches or detaches a tag from a company.
Action
Attach/Detach a Tag to/from a Contact
Attaches or detaches a tag from a user.
Action
Attach/Detach a Tag to/from a Conversation
Attaches or detaches a tag from a conversation.
Action
Close a Conversation
Closes a conversation.
Action
Create a Contact
Creates a new contact (user or lead).
Action
Create a Contact Initiated Conversation
Create a conversation initiated by a user or lead.
Action
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Popular Intercom and Tally workflows

Connect Intercom and Tally with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

Communication

Create new Intercom users from Tally form submissions

This template periodically checks for new Tally responses and uses the retrieved information to create new users in Intercom. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Create new Intercom users from Tally form submissions
Use template

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.