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SUMIT
Tally

Connect SUMIT and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a recipient to an existing email mailing list.

  • Adds a recipient to an existing SMS mailing list.

  • Creates a customer.

  • Creates a document (Invoice / Receipt / Donation Receipt / Invoice+Receipt / Proforma Invoice / Payment Request / Order / Price Quotation).

  • Fetches a document PDF

  • Performs an arbitrary authorized API call.

  • Sends an SMS. Please note this requires SMS credits.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between SUMIT and Tally.

Add Recipient to Email Mailing List
Adds a recipient to an existing email mailing list.
Action
Add Recipient to SMS Mailing List
Adds a recipient to an existing SMS mailing list.
Action
Card updated
Indicates a card was modified (Created / updated / archived / deleted).
Trigger
Create a customer
Creates a customer.
Action
Create Document
Creates a document (Invoice / Receipt / Donation Receipt / Invoice+Receipt / Proforma Invoice / Payment Request / Order / Price Quotation).
Action
Get Document PDF
Fetches a document PDF
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an arbitrary authorized API call.
Action
Send an SMS
Sends an SMS. Please note this requires SMS credits.
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.