Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
Refiner
Tally

Connect Refiner and Tally

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

Get started free

Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new user in Refiner or updates an already existing user.

  • Performs an arbitrary authorized API call.

  • Tracks event performed by users.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Refiner and Tally.

Identify a User
Creates a new user in Refiner or updates an already existing user.
Action
List Contacts
Lists all contacts.
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an arbitrary authorized API call.
Action
Track an Event
Tracks event performed by users.
Action
Watch Completed Survey
Triggers when a survey is completed.
Trigger
Watch New Responses
Triggers when a new form response is submitted.
Trigger
Watch User Entered Segment
Triggers when a user has entered the segment.
Trigger

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.