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Optimy
Tally

Connect Optimy and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new version on a given part.

  • Creates a task in a project.

  • Create a budget allocation in a project.

  • Creates an internal extra field in a project.

  • Gets a form.

  • Retrieves data about a single project

  • Gets the answer of a given project part version for a given project.

  • Gets the file uploaded in the "document manager" of a project.

  • Gets a file uploaded through the form into a project.

  • Gets an internal extra field of a project.

  • Updates the status of a project

  • Updates the task of a project (eg: to mark it as completed).

  • Updates (or removes) the leader (user and/or team) of a project.

  • Uploads a file into the "document manager" of the project.

  • Uploads a file into the form of the project.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Optimy and Tally.

Create a project part version
Creates a new version on a given part.
Action
Create a project task
Creates a task in a project.
Action
Create budget allocation
Create a budget allocation in a project.
Action
Create project internal extra field
Creates an internal extra field in a project.
Action
Generic event
New project, updated project, etc.
Trigger
Get form
Gets a form.
Action
Get project
Retrieves data about a single project
Action
Get project answer
Gets the answer of a given project part version for a given project.
Action
Get project file (document manager)
Gets the file uploaded in the "document manager" of a project.
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.