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Copper
Tally

Connect Copper and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Converts a selected lead to a person in the system (optionally assigns company and opportunity).

  • Creates a new activity.

  • Creates a new company.

  • Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.

  • Creates a new lead.

  • Creates a new opportunity.

  • Creates a new person.

  • Creates a new project.

  • Creates a new task.

  • Gets details for a selected activity ID.

  • Gets details for a selected company ID.

  • Gets details for a selected lead ID.

  • Gets details for a selected opportunity ID.

  • Gets details for a selected person ID.

  • Gets details for a selected project ID.

  • Gets details for a selected task ID.

  • Gets details for a selected user ID.

  • Relates People and Opportunities to each other.

  • Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.

  • Removes the activity with a given ID.

  • Removes the company with a given ID.

  • Removes the lead with a given ID.

  • Removes the opportunity with a given ID.

  • Removes a related opportunity from a person.

  • Removes the person with a selected ID.

  • Removes the project with a selected ID.

  • Removes the task with a selected ID.

  • Removes the webhook subscription with a selected ID.

  • Updates a selected company.

  • Updates a selected lead.

  • Updates a selected opportunity.

  • Updates a selected person.

  • Updates a selected project.

  • Updates a selected task.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Copper and Tally.

Convert Lead
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Action
Create Activity
Creates a new activity.
Action
Create Company
Creates a new company.
Action
Create Connection
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
Action
Create Lead
Creates a new lead.
Action
Create Opportunity
Creates a new opportunity.
Action
Create Person
Creates a new person.
Action
Create Project
Creates a new project.
Action
Create Task
Creates a new task.
Action
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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.