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SugarCRM
Tally

Connect SugarCRM and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new bug.

  • Creates a new call.

  • Creates a new сampaign.

  • Creates a new case.

  • Creates a new category.

  • Creates a new contact.

  • Creates a new contract.

  • Creates a new currency.

  • Creates a new custom query.

  • Creates a new lead.

  • Creates a new manufacturer.

  • Creates a new meeting.

  • Creates a new note.

  • Creates a new product.

  • Creates a new product type.

  • Creates a new project.

  • Creates a new prospect.

  • Creates a new revenue line item.

  • Creates a new account.

  • Creates a new email template.

  • Creates a new inbound email.

  • Creates a new opportunity.

  • Deletes a bug.

  • Deletes a call.

  • Deletes a сampaign.

  • Deletes a case.

  • Deletes a category.

  • Deletes a contact.

  • Deletes a contract.

  • Deletes a currency.

  • Deletes a custom query.

  • Deletes a forecast worksheet.

  • Deletes a lead.

  • Deletes a manufacturer.

  • Deletes a meeting.

  • Deletes a note.

  • Deletes a product.

  • Deletes a product type.

  • Deletes a project.

  • Deletes a prospect.

  • Deletes a revenue line item.

  • Deletes an account.

  • Deletes an email template.

  • Deletes an inbound email.

  • Deletes an opportunity.

  • Gets a bug.

  • Gets a call.

  • Gets a сampaign.

  • Gets a case.

  • Gets a category.

  • Gets a contact.

  • Gets a contract.

  • Gets a currency.

  • Gets a custom query.

  • Gets a lead.

  • Gets a manufacturer.

  • Gets a meeting.

  • Gets a note.

  • Gets a product.

  • Gets a product type.

  • Gets a project.

  • Gets a prospect.

  • Gets a revenue line item.

  • Gets an account.

  • Gets an email template.

  • Gets an inbound email.

  • Gets an opportunity.

  • Performs an arbitrary authorized API call.

  • Saves a file to a temporary folder.

  • Updates a bug.

  • Updates a call.

  • Updates a сampaign.

  • Updates a case.

  • Updates a category.

  • Updates a contact.

  • Updates a contract.

  • Updates a currency.

  • Updates a custom query.

  • Updates a lead.

  • Updates a manufacturer.

  • Updates a meeting.

  • Updates a note.

  • Updates a product.

  • Updates a product type.

  • Updates a project.

  • Updates a prospect.

  • Updates a revenue line item.

  • Updates an account.

  • Updates an email template.

  • Updates an inbound email.

  • Updates an opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between SugarCRM and Tally.

Create a Bug
Creates a new bug.
Action
Create a Call
Creates a new call.
Action
Create a Campaign
Creates a new сampaign.
Action
Create a Case
Creates a new case.
Action
Create a Category
Creates a new category.
Action
Create a Contact
Creates a new contact.
Action
Create a Contract
Creates a new contract.
Action
Create a Currency
Creates a new currency.
Action
Create a Custom Query
Creates a new custom query.
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.