Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
LiquidPlanner
Tally

Connect LiquidPlanner and Tally

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

Get started free

Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Accepts a specific timesheet.

  • Adds a comment to an item.

  • Clears the timer for a specific item.

  • Creates a checklist item for a specific task.

  • Creates a client in workspace.

  • Creates a Dependency between two items.

  • Creates a new folder in workspace.

  • Creates a specific link for an item.

  • Creates a new milestone.

  • Adds a note to the item.

  • Creates a new package.

  • Creates a partial day event.

  • Creates a new project.

  • Creates a new task in Liquid Planner.

  • Creates an estimate for a milestone.

  • Creates an estimate for a partial day event.

  • Creates an estimate for a task.

  • Creates an estimate for an event.

  • Creates a full day event.

  • Deletes a checklist item for a specific task.

  • Deletes specific client by ID.

  • Deletes a comment from specific item.

  • Deletes a dependency for a specific item.

  • Deletes a specific folder.

  • Deletes a link from specific item.

  • Deletes a specific milestone.

  • Deletes a note for a specific item.

  • Deletes a specific package.

  • Deletes a specific partial day event.

  • Deletes a specific project from workspace.

  • Deletes a specific task.

  • Deletes a specific treeitem from workspace.

  • Deletes a specific event.

  • Gets a checklist item for a specific task by ID.

  • Gets info about specific client.

  • Gets a comment by ID.

  • Gets a specific dependency by ID.

  • Gets a specific folder by ID.

  • Gets a specific link by ID.

  • Gets detail about a specific milestone.

  • Gets a specific note by ID.

  • Gets a specific package by ID.

  • Gets a specific partial day event by ID.

  • Gets a specific project by ID.

  • Gets a specific task by ID.

  • Gets timer for a specific item.

  • Gets info about specific treeitem by ID.

  • Gets a specific event by ID.

  • Performs an arbitrary authorized API call.

  • Moves an item after another item.

  • Moves an item before another item.

  • Starts a timer for a specific item.

  • Stops a timer for a specific item.

  • Submits a specific timesheet.

  • Unaccepts a specific timesheet.

  • Unsubmits a specific timesheet.

  • Updates information about client.

  • Updates a specific comment.

  • Updates a specific folder.

  • Updates a specific link for an item.

  • Updates a specific milestone.

  • Updates a note for a specific item.

  • Updates a specific package.

  • Updates a specific partial day event.

  • Updates a specific project.

  • Updates a specific task.

  • Updates a specific treeitem.

  • Updates a specific event.

  • Updates checklist item for a specific task.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between LiquidPlanner and Tally.

Accept a Timesheet
Accepts a specific timesheet.
Action
Add a Comment to an Item
Adds a comment to an item.
Action
Clear a Timer
Clears the timer for a specific item.
Action
Create a Checklist Item for a Task
Creates a checklist item for a specific task.
Action
Create a Client
Creates a client in workspace.
Action
Create a Dependency
Creates a Dependency between two items.
Action
Create a Folder
Creates a new folder in workspace.
Action
Create a Link
Creates a specific link for an item.
Action
Create a Milestone
Creates a new milestone.
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.