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RD Station
Tally

Connect RD Station and Tally

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

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Create a custom workflow

Integrate RD Station 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
RD Station
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • This event is recorded whenever a call is ended.

  • This event is recorded whenever a chat is initiated / ended.

  • Creates a contact.

  • Registers a new conversion event for a contact.

  • Creates a field for the current account.

  • The Mark Opportunity event records contacts marked as an opportunity.

  • This event is recorded whenever a media playback is initiated / ends.

  • This event is recorded whenever an order is placed on an e-commerce platform.

  • This event is recorded whenever an order with a specific item is placed on an e-commerce platform.

  • This event is recorded whenever a cart is abandoned on an e-commerce platform.

  • This event is recorded whenever a cart is abandoned with a specific item on an e-commerce platform.

  • Deletes a field from the current account.

  • Returns data about a specific contact.

  • Returns a funnel associated to the given contact.

  • Returns the RD Station Marketing tracking code so it can be embedded on websites or CMS.

  • Returns the account name from your RD Station Marketing account.

  • Performs an arbitrary authorized API call.

  • Marks a specified Lead as Won or Lost.

  • Updates the properties of a contact.

  • Updates a field for the current account. It supports partial updates.

  • Updates the funnel information about the current contact.

Select a trigger and an action

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Triggers and actions

Explore what you can automate between RD Station and Tally.

Create a Call Finished Event
This event is recorded whenever a call is ended.
Action
Create a Chat Started / Finished Event
This event is recorded whenever a chat is initiated / ended.
Action
Create a Contact
Creates a contact.
Action
Create a Conversion Event
Registers a new conversion event for a contact.
Action
Create a Custom Field
Creates a field for the current account.
Action
Create a Mark Opportunity Event
The Mark Opportunity event records contacts marked as an opportunity.
Action
Create a Media Playback Started / Stopped Event
This event is recorded whenever a media playback is initiated / ends.
Action
Create a Placed Order Event
This event is recorded whenever an order is placed on an e-commerce platform.
Action
Create a Placed Order Event with a Specific Item (Deprecated)
This event is recorded whenever an order with a specific item is placed on an e-commerce platform.
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.