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Partnero
Tally

Connect Partnero and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Finds & get customer details for given Id in the system.

  • Creates new customer in the system.

  • Creates a new partner in the system

  • Creates new referred customer in the system.

  • Creates a new referring customer in the system.

  • Creates new transaction in the system.

  • Credit customer from available balance.

  • Deletes existing customer in the system.

  • Deletes existing partner in the system.

  • Deletes existing transaction in the system.

  • Finds & get partner details for given Id in the system.

  • Performs an arbitrary authorized API call

  • Updates existing customer in the system.

  • Updates existing partner in the system.

  • Updates existing either customer from refer-a-friend program. Can be used for both referring & referred customer.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Partnero and Tally.

Find Customer
Finds & get customer details for given Id in the system.
Action
Create a Customer
Creates new customer in the system.
Action
Create a Partner
Creates a new partner in the system
Action
Create a Referred Customer
Creates new referred customer in the system.
Action
Create a Referring Customer
Creates a new referring customer in the system.
Action
Create a Transaction
Creates new transaction in the system.
Action
Credit Refer-A-Friend Customer
Credit customer from available balance.
Action
Delete a Customer
Deletes existing customer in the system.
Action
Delete a Partner
Deletes existing partner in the system.
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.