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Daylite
Tally

Connect Daylite and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new company.

  • Creates a new contact.

  • Creates a new form.

  • Creates a new form definition.

  • Creates a new note.

  • Creates a new project.

  • Creates a new task.

  • Creates a new appointment.

  • Creates a new opportunity.

  • Removes a company.

  • Removes a contact.

  • Removes a form.

  • Removes a note.

  • Removes a project.

  • Removes a task.

  • Removes an appointment.

  • Removes an opportunity.

  • Shows the details of a company.

  • Shows the details of an contact.

  • Shows the details of a form.

  • Shows the details of a note.

  • Shows the details of a project.

  • Shows the details of a task.

  • Shows the details of an appointment.

  • Shows the details of an opportunity.

  • Performs an arbitrary authorized API call.

  • Modifies a company.

  • Modifies a contact.

  • Modifies a form.

  • Modifies a note.

  • Modifies a project.

  • Modifies a task.

  • Modifies an opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Daylite and Tally.

Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
Action
Create a Form
Creates a new form.
Action
Create a Form Definition
Creates a new form definition.
Action
Create a Note
Creates a new note.
Action
Create a Project
Creates a new project.
Action
Create a Task
Creates a new task.
Action
Create an Appointment
Creates a new appointment.
Action
Create an Opportunity
Creates a new opportunity.
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.