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ServiceTitan
Tally

Connect ServiceTitan and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a job.

  • Creates job notes.

  • Creates a task in task management.

  • Performs an arbitrary authorized API call.

  • Uploads an attachment to the specified job.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between ServiceTitan and Tally.

Create a Job
Creates a job.
Action
Create a Job Note
Creates job notes.
Action
Create a Task
Creates a task in task management.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API Call
Performs an arbitrary authorized API call.
Action
Search Adjustments
Searches for inventory adjustments or lists them all.
Search
Search Customers
Searches for customers.
Search
Search Receipts
Searches for receipts or lists them all.
Search
Upload an Attachment
Uploads an attachment to the specified job.
Action
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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.