Skip to main content

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

Register now (opens in a new tab)
SmartTask
Tally

Connect SmartTask and Tally

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

Get started free

Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds file link to the task.

  • Adds a comment to the record.

  • Link a record to projects.

  • Adds a reminder to a task

  • Add followers to a record.

  • Creates a new contact in SmartTask

  • Creates a task in the organization.

  • Duplicates a task

  • Fetches a particular task

  • Fetch a particular Record Custom Field Value

  • Performs an arbitrary authorized API call.

  • Updates record's custom field value.

  • Updates description of the record

  • Modifies a record's name

  • Marks a task as complete or in-complete.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between SmartTask and Tally.

Add a File Link to a Task
Adds file link to the task.
Action
Add a Record Comment
Adds a comment to the record.
Action
Add a Record to Projects
Link a record to projects.
Action
Add a Task Reminder
Adds a reminder to a task
Action
Add Followers to a Record
Add followers to a record.
Action
Create a Contact
Creates a new contact in SmartTask
Action
Create a Task
Creates a task in the organization.
Action
Duplicate a Task
Duplicates a task
Action
Filter Tasks
Lists filtered tasks. Limited to 200 tasks.
Search
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.