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RAYNET CRM v2
Tally

Connect RAYNET CRM v2 and Tally

Explore ready-made RAYNET CRM v2 and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate RAYNET CRM v2 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
RAYNET CRM v2
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds address to an account. This address will be non-primary.

  • Deletes an account address.

  • Modifies an account address.

  • Adds a tag to an account record.

  • Adds a tag to a contact record.

  • Creates a new call.

  • Creates a new email.

  • Creates a new event.

  • Creates a new letter.

  • Creates a new mass email.

  • Creates a new meeting.

  • Creates a new task.

  • Creates a new deal.

  • Creates a new price list.

  • Creates a new product.

  • Creates a new project.

  • Creates a new quote.

  • Creates a new sales order.

  • Creates a new account with addresses.

  • Creates a new contact person record.

  • Creates a new lead with an option to notify selected emails about the creation.

  • Creates a new folder.

  • Creates a new document.

  • Creates a new invoice.

  • Adds an item to the deal. This item can be created for this deal specifically, or an existing item can be linked to this deal.

  • Deletes a deal item.

  • Modifies a deal item.

  • Deletes a call record.

  • Deletes an email record.

  • Deletes an event record.

  • Deletes a letter record.

  • Deletes a mass email record.

  • Deletes a meeting record.

  • Deletes a task record.

  • Deletes a deal record.

  • Deletes a price list record.

  • Deletes a product record.

  • Deletes a project record.

  • Deletes a quote record.

  • Deletes a sales order record.

  • Deletes an account record.

  • Deletes a contact record.

  • Deletes a lead record.

  • Deletes a document record.

  • Deletes a document record.

  • Deletes an invoice record.

  • Deletes a tag from an account record.

  • Deletes a tag from contact record.

  • Gets call detail. If the call record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets email detail. If the email record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets event detail. If the event record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets letter detail. If the letter record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets mass email detail.

  • Gets meeting detail. If the meeting record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets task detail. If the task record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets deal detail. If the deal record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets price list detail. If the price list record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets product detail. If the product record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets project detail. If the project record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets quote detail. If the quote record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets sales order detail. If the sales order record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets account detail. In the detail, the account is listed with all recorded data including all recorded addresses. If the account record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Getting contact detail. The contact detail shows the contact with all recorded data including all recorded relationships to individual accounts. If the contact record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets the lead detail. If the lead record contains custom fields, the fields that contain a blank value are not present in the output (for optimization reasons).

  • Gets document detail.

  • Gets invoice detail.

  • Downloads a file.

  • Sets a deal record to invalid.

  • Sets a product record to invalid.

  • Sets a project record to invalid.

  • Sets a quote record to invalid.

  • Sets a sales order record to invalid.

  • Sets an account record to invalid.

  • Sets a contact record to invalid.

  • Sets a document record to invalid.

  • Locks an activity record of the selected type for editing: task, meeting, event, email, call, or letter.

  • Locks a deal record for editing.

  • Locks a price list record for editing.

  • Locks a project record for editing.

  • Locks a quote record for editing.

  • Locks a sales order record for editing.

  • Locks an account record for editing.

  • Locks a contact record for editing.

  • Locks a lead record for editing.

  • Locks a document record for editing.

  • Locks an invoice record for editing.

  • Makes a custom API call. Query string, URL, request body, and request method can be specified.

  • Modifies the data of a call record.

  • Modifies the data of an email record.

  • Modifies the data of an event record.

  • Modifies the data of a letter record.

  • Modifies the data of a mass email record.

  • Modifies the data of a meeting record.

  • Modifies the data of a task record.

  • Modifies the data of a deal record.

  • Modifies the data of a price list record.

  • Modifies the data of a product record.

  • Modifies the data of a project record.

  • Modifies the data of a quote record.

  • Modifies the data of a sales order record.

  • Modifies the data of an account record.

  • Modifies the data of a contact record.

  • Modifies the data of a lead record.

  • Modifies document data.

  • Modifies the data of an invoice record.

  • Adds an item to the quote. This item can be created for this deal specifically, or an existing item can be linked to this deal.

  • Deletes a quote item.

  • Modifies a quote item.

  • Sets an invalidated deal record back to valid.

  • Sets an invalidated product record back to valid.

  • Sets an invalidated project record back to valid.

  • Sets an invalidated quote record back to valid.

  • Sets an invalidated account record back to valid.

  • Sets an invalidated contact record back to valid.

  • Sets an invalidated sales order record back to valid.

  • Sets an invalidated document record back to valid.

  • Adds an item to the sales order. This item can be created for this deal specifically, or an existing item can be linked to this deal.

  • Deletes a sales orderitem.

  • Modifies a sales order item.

  • Unlocks an activity record of the selected type for editing.

  • Unlocks a deal record for editing.

  • Unlocks a price list record for editing.

  • Unlocks a project record for editing.

  • Unlocks a quote record for editing.

  • Unlocks a sales order record for editing.

  • Unlocks an account record for editing.

  • Unlocks a contact record for editing.

  • Unlocks a lead record for editing.

  • Unlocks a document record for editing.

  • Unlocks an invoice record for editing.

  • Uploads a file and saves it as an attachment for the given entity's custom field

  • Uploads a file and saves it as an attachment for the given entity

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between RAYNET CRM v2 and Tally.

Account: add address
Adds address to an account. This address will be non-primary.
Action
Account: delete address
Deletes an account address.
Action
Account: modify address
Modifies an account address.
Action
Add deal participant
Adds a participant to a deal - either a contact, or an account.
Search
Add project participant
Adds a participant to a project - either a contact, or an account.
Search
Add tag to account
Adds a tag to an account record.
Action
Add tag to contact
Adds a tag to a contact record.
Action
Create activity - call
Creates a new call.
Action
Create activity - email
Creates a new email.
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.