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Salesmate
Tally

Connect Salesmate and Tally

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

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Create a custom workflow

Integrate Salesmate 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
Salesmate
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 activity.

  • Deletes the selected company.

  • Deletes the selected contact.

  • Deletes the selected deal.

  • Deletes the selected activity.

  • Returns information about the selected company.

  • Returns information about the selected contact.

  • Returns information about the selected deal.

  • Returns information about the selected activity.

  • Performs an arbitrary authorized API call.

  • Updates the selected company.

  • Updates the selected contact.

  • Updates the selected deal.

  • Updates the selected activity.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Salesmate and Tally.

Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
Action
Create a Deal
Creates a new deal.
Action
Create an Activity
Creates a new activity.
Action
Delete a Company
Deletes the selected company.
Action
Delete a Contact
Deletes the selected contact.
Action
Delete a Deal
Deletes the selected deal.
Action
Delete an Activity
Deletes the selected activity.
Action
Get a Company
Returns information about the selected company.
Action
Load more

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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.