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Planfix
Tally

Connect Planfix and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a new file.

  • Creates a new contact.

  • Creates a new record.

  • Creates a new task.

  • Creates a new action.

  • Deletes an existing contact.

  • Deletes an existing file.

  • Deletes an existing action.

  • Downloads an existing file.

  • Retrieves an existing contact.

  • Retrieves an existing file.

  • Retrieves an existing record.

  • Retrieves an existing task.

  • Retrieves an existing action.

  • Performs an arbitrary authorized API call.

  • Updates an existing contact.

  • Updates an existing record.

  • Updates an existing task.

  • Updates an existing action.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Planfix and Tally.

Add a File
Adds a new file.
Action
Create a Contact
Creates a new contact.
Action
Create a Record
Creates a new record.
Action
Create a Task
Creates a new task.
Action
Create an Action
Creates a new action.
Action
Delete a Contact
Deletes an existing contact.
Action
Delete a File
Deletes an existing file.
Action
Delete an Action
Deletes an existing action.
Action
Download a File
Downloads an existing file.
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.