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mfr field service management
Tally

Connect mfr field service management and Tally

Explore ready-made mfr field service management and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate mfr field service management 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
mfr field service management
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Add a tag to a service request.

  • Create a Company.

  • Create a Service Object.

  • Creates a Service Request.

  • Create a Appointment.

  • Create an Item Type.

  • Create a follow-up Job from an existing Service Request. Optionally, clone artifacts, assign products, and create & assign an appointment to a technician.

  • Create a time entry (Working, Driving, Vacation, Pause, etc.) for a user, optionally linked to a Service Request and/or Appointment.

  • Deletes the service request with the given id.

  • Find the best available technician for a given Service Request and (optionally) filter by radius, excluded IDs, etc.

  • Generate Report from Report Definition.

  • Get a specific Company by ID.

  • Get a Service Object by ID.

  • Get a Service Request by ID.

  • Performs an arbitrary authorized API call.

  • Remove a tag from service request.

  • Creates a Service Request.

  • Upload a Document.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between mfr field service management and Tally.

Add tags to Service Request
Add a tag to a service request.
Action
Create a Company
Create a Company.
Action
Create a Service Object
Create a Service Object.
Action
Create a Service Request
Creates a Service Request.
Action
Create an Appointment
Create a Appointment.
Action
Create an Item Type
Create an Item Type.
Action
Create Follow-up Service Request
Create a follow-up Job from an existing Service Request. Optionally, clone artifacts, assign products, and create & assign an appointment to a technician.
Action
Create Time Event
Create a time entry (Working, Driving, Vacation, Pause, etc.) for a user, optionally linked to a Service Request and/or Appointment.
Action
Delete a Service Request
Deletes the service request with the given id.
Action
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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.