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Salesflare
Tally

Connect Salesflare and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a contact to an account.

  • Adds a user to an account.

  • Creates a new call.

  • Creates a new contact.

  • Creates a new meeting.

  • Creates a new task.

  • Creates a new account.

  • Creates a new internal note.

  • Creates a new opportunity.

  • Deletes a contact.

  • Deletes a task.

  • Deletes an account.

  • Deletes an opportunity.

  • Gets information about a contact.

  • Gets information about a person.

  • Gets information about a stage.

  • Gets information about an account.

  • Gets information about an opportunity.

  • Performs an arbitrary authorized API call.

  • Updates an existing contact.

  • Updates an existing task.

  • Updates an existing sccount.

  • Updates an existing opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Salesflare and Tally.

Add a Contact to an Account
Adds a contact to an account.
Action
Add a User to an Account
Adds a user to an account.
Action
Create a Call
Creates a new call.
Action
Create a Contact
Creates a new contact.
Action
Create a Meeting
Creates a new meeting.
Action
Create a Task
Creates a new task.
Action
Create an Account
Creates a new account.
Action
Create an Internal Note
Creates a new internal note.
Action
Create an Opportunity
Creates a new opportunity.
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.