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Salesmsg
Tally

Connect Salesmsg and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Apply tags to an existing contact.

  • Adds Salesmsg members to a specific inbox.

  • Assigns a conversation to a specific Salesmsg user. Blank User ID field sets a conversation to Unassigned.

  • Creates a new contact.

  • Add a new note to an existing contact.

  • Creates a new keyword.

  • Create a new saved reply.

  • Creates a new inbox.

  • Delete keyword

  • Returns the details of the searched contact.

  • Returns all conversation details.

  • Lookup a phone number.

  • Makes a call to a Salesmsg API endpoint.

  • Removes tags from an existing contact.

  • Removes Salesmsg members from a specific inbox.

  • Sends a new SMS or MMS text message.

  • Enables call forwarding on Salesmsg number.

  • Unsubscribes a contact.

  • Updates an existing contact.

  • Update a note on an existing contact.

  • Updates an existing keyword.

  • Update an existing saved reply.

  • Updates an existing inbox.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Salesmsg and Tally.

Add a Tag to a Contact
Apply tags to an existing contact.
Action
Add Members to an Inbox
Adds Salesmsg members to a specific inbox.
Action
Assign a Conversation to a User
Assigns a conversation to a specific Salesmsg user. Blank User ID field sets a conversation to Unassigned.
Action
Create a Contact
Creates a new contact.
Action
Create a Contact Note
Add a new note to an existing contact.
Action
Create a Keyword
Creates a new keyword.
Action
Create a Saved Reply
Create a new saved reply.
Action
Create an Inbox
Creates a new inbox.
Action
Delete a Keyword
Delete keyword
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.