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RD Station CRM
Tally

Connect RD Station CRM and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new company.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new product.

  • Creates a new task.

  • Creates a new webhook.

  • Deletes a webhook. This action cannot be undone.

  • Sends a custom API call to RD Station. You can use this to call endpoints that aren’t covered by existing modules.

  • Updates a company.

  • Updates a contact.

  • Updates a deal.

  • Updates a task.

  • Updates a webhook.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between RD Station CRM and Tally.

Create company
Creates a new company.
Action
Create contact
Creates a new contact.
Action
Create deal
Creates a new deal.
Action
Create product
Creates a new product.
Action
Create task
Creates a new task.
Action
Create webhook
Creates a new webhook.
Action
Delete webhook
Deletes a webhook. This action cannot be undone.
Action
Get company
Returns information about a specific company using its ID.
Search
Get contact
Returns information about a specific contact using its ID.
Search
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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.