Skip to main content

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

Register now (opens in a new tab)
SlimCRM
Tally

Connect SlimCRM and Tally

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

Get started free

Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a client.

  • Creates a lead.

  • Creates a payment.

  • Creates a staff.

  • Creates a task.

  • Creates an expense.

  • Creates an invoice.

  • Deletes a client.

  • Deletes a lead.

  • Deletes a payment.

  • Deletes a staff.

  • Deletes a task.

  • Deletes an expense.

  • Deletes an invoice.

  • Gets a client.

  • Gets a lead.

  • Gets a payment.

  • Get a staff.

  • Gets a task.

  • Gets an expense.

  • Gets an invoice.

  • Make arbitrary authorized API calls in SlimCRM.

  • Updates a client.

  • Updates a lead.

  • Updates a payment.

  • Update a staff.

  • Updates a task.

  • Updates an expense.

  • Updates an invoice.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between SlimCRM and Tally.

Search Tasks
Returns a list of all searched tasks.
Search
Create a Client
Creates a client.
Action
Create a Lead
Creates a lead.
Action
Create a Payment
Creates a payment.
Action
Create a Staff
Creates a staff.
Action
Create a Task
Creates a task.
Action
Create an Expense
Creates an expense.
Action
Create an Invoice
Creates an invoice.
Action
Delete a Client
Deletes a client.
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.