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myCRMSIM
Tally

Connect myCRMSIM and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Performs an arbitrary authorized API call.

  • Sends a text or multimedia message to a phone number.

  • Sends a WhatsApp message to a phone number.

  • Sends an iMessage to a phone number. Falls back to SMS if iMessage is unavailable for the recipient. The response reports the requested channel; the actual delivery channel appears in the myCRMSIM message logs.

  • Sends an RCS message to a phone number. Falls back to SMS if RCS is not supported by the recipient's device. The response reports the requested channel; the actual delivery channel appears in the myCRMSIM message logs.

  • Sends an SMS text message to a phone number.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between myCRMSIM and Tally.

List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API call
Performs an arbitrary authorized API call.
Action
Send a message (deprecated)
Sends a text or multimedia message to a phone number.
Action
Send a WhatsApp message
Sends a WhatsApp message to a phone number.
Action
Send an iMessage
Sends an iMessage to a phone number. Falls back to SMS if iMessage is unavailable for the recipient. The response reports the requested channel; the actual delivery channel appears in the myCRMSIM message logs.
Action
Send an RCS message
Sends an RCS message to a phone number. Falls back to SMS if RCS is not supported by the recipient's device. The response reports the requested channel; the actual delivery channel appears in the myCRMSIM message logs.
Action
Send an SMS
Sends an SMS text message to a phone number.
Action
Watch new inbound message
Triggers when a new message is received by your CRM.
Trigger
Watch New Responses
Triggers when a new form response is submitted.
Trigger

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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.