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OkaySend
Tally

Connect OkaySend and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new Client

  • Creates and sends a document request from a template

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between OkaySend and Tally.

Create a Client
Creates a new Client
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Send a Document Request
Creates and sends a document request from a template
Action
Watch Archived Document Requests
Triggers when a document request is marked "done" and archived.
Trigger
Watch Completed Document Requests
Triggers when a request is completed.
Trigger
Watch Completed Signature Requests
Triggers when all signers have completed signing and the final signed PDF is ready.
Trigger
Watch Created Client
Triggers when a new client is added (created).
Trigger
Watch Declined Signature Requests
Triggers when a signature request is declined by a signer.
Trigger
Watch Expired Signature Requests
Triggers when a signature request is expired.
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.