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OnePageCRM
Tally

Connect OnePageCRM and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new contact.

  • Creates a next action for the selected contact.

  • Creates a new note.

  • Deletes the selected contact.

  • Deletes the selected notes.

  • Returns the selected contact.

  • Returns the selected note.

  • Performs an arbitrary authorized API call.

  • Updates the selected contact.

  • Updates the selected note.

Select a trigger and an action

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Triggers and actions

Explore what you can automate between OnePageCRM and Tally.

Create a Contact
Creates a new contact.
Action
Create a Next Action for a Contact
Creates a next action for the selected contact.
Action
Create a Note
Creates a new note.
Action
Delete a Contact
Deletes the selected contact.
Action
Delete a Note
Deletes the selected notes.
Action
Get a Contact
Returns the selected contact.
Action
Get a Note
Returns the selected note.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an arbitrary authorized API call.
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.