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PracticePanther
Tally

Connect PracticePanther and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a bank account.

  • Creates a call log.

  • Creates a matter.

  • Creates a note.

  • Creates a relationship.

  • Creates a task.

  • Creates a time entry.

  • Creates an email.

  • Creates an event.

  • Creates an expense.

  • Creates an expense category.

  • Creates an item.

  • Deletes a bank account.

  • Deletes a call log.

  • Deletes a matter.

  • Deletes a note.

  • Deletes a payment.

  • Deletes a relationship.

  • Deletes a task.

  • Deletes a time entry.

  • Deletes a user.

  • Deletes an email.

  • Deletes an event.

  • Deletes an expense.

  • Deletes an expense category.

  • Deletes an invoice.

  • Deletes an item.

  • Gets a bank account.

  • Gets a call log.

  • Gets a contact.

  • Gets a matter.

  • Gets a note.

  • Gets a payment.

  • Gets a relationship.

  • Gets a task.

  • Gets a time entry.

  • Gets a user.

  • Gets an email.

  • Gets an event.

  • Gets an expense.

  • Gets an expense category.

  • Gets an invoice.

  • Gets an item.

  • Performs an arbitrary authorized API call.

  • Updates a bank account.

  • Updates a call log.

  • Updates a matter.

  • Updates a note.

  • Updates a relationship.

  • Updates a task.

  • Updates a time entry.

  • Updates an email.

  • Updates an event.

  • Updates an expense.

  • Updates an expense category.

  • Updates an item.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between PracticePanther and Tally.

Create a Bank Account
Creates a bank account.
Action
Create a Call Log
Creates a call log.
Action
Create a Matter
Creates a matter.
Action
Create a Note
Creates a note.
Action
Create a Relationship
Creates a relationship.
Action
Create a Task
Creates a task.
Action
Create a Time Entry
Creates a time entry.
Action
Create an Email
Creates an email.
Action
Create an Event
Creates an event.
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.