Skip to main content

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

Register now (opens in a new tab)
Moxie
Tally

Connect Moxie and Tally

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

Get started free

Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Applies a payment to an open invoice within Moxie.

  • Approves a deliverable that is in Client Workflow status.

  • Creates a new client record in the CRM.

  • Creates a new contact record in the Moxie CRM and optionally associates the contact with a client record.

  • Creates a new form submission in the Moxie CRM which can optionally be attached to a Form Template or create an opportunity in the Sales Pipeline.

  • Creates a new project in the Moxie CRM.

  • Creates a task in the project management system.

  • Creates a new ticket

  • Creates a new time entry record in the workspace.

  • Creates an expense in the Moxie accounting records and optionally associates with a client and vendor record.

  • Creates an invoice record in the Moxie CRM with supplied line items. The invoice can optionally be sent using a pre-configured email template and dynamic contact list.

  • Creates a new opportunity in the sales pipeline.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Moxie and Tally.

Apply a Payment to an Invoice
Applies a payment to an open invoice within Moxie.
Action
Approve a Deliverable
Approves a deliverable that is in Client Workflow status.
Action
Create a Client
Creates a new client record in the CRM.
Action
Create a Contact
Creates a new contact record in the Moxie CRM and optionally associates the contact with a client record.
Action
Create a Form Submission
Creates a new form submission in the Moxie CRM which can optionally be attached to a Form Template or create an opportunity in the Sales Pipeline.
Action
Create a Project
Creates a new project in the Moxie CRM.
Action
Create a Task
Creates a task in the project management system.
Action
Create a ticket
Creates a new ticket
Action
Create a Time Entry
Creates a new time entry record in the workspace.
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.