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Teamleader
Tally

Connect Teamleader and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a participant to a project specified by ID. Available only for Teamleader V1.

  • Adds a time tracking entry.

  • Books a draft invoice.

  • Cancels an event specified by ID.

  • Closes a project specified by ID. Available only for Teamleader V1.

  • Closes a project specified by ID. Available only for Teamleader V2.

  • Marks a task completed.

  • Creates a new company.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new project. Available only for Teamleader V1.

  • Creates a new Group, Task or Material for the specified project.

  • Creates a new project. Available only for Teamleader V2.

  • Creates a new task.

  • Creates a new event.

  • Deletes a company.

  • Deletes a contact.

  • Deletes a deal.

  • Removes a project specified by ID. Available only for Teamleader V1.

  • Deletes project Task, Material, or project Group.

  • Removes a project specified by ID. Available only for Teamleader V2.

  • Deletes a task specified by ID.

  • Deletes a time tracking entry.

  • Download a quotation in a specific format.

  • Download an invoice in a specific format.

  • Drafts a new invoice.

  • Gets information about a company.

  • Gets information about a contact.

  • Gets information about a deal.

  • Retrieves a project specified by ID. Available only for Teamleader V1.

  • Retrieves information about Project line, Group, Task, or Material by its ID.

  • Retrieves a project specified by ID. Available only for Teamleader V2.

  • Retrieves an URL of a quotation specified by ID.

  • Gets information about a user.

  • Gets information about an invoice.

  • Retrieves an URL of an invoice specified by ID.

  • Links a contact to a company.

  • Performs an arbitrary authorized API call.

  • Reopens a project specified by ID. Available only for Teamleader V1.

  • Reopens a project specified by ID. Available only for Teamleader V2.

  • Reopens a task specified by ID.

  • Schedules a task.

  • Unlinks a contact from a company.

  • Updates a company's information.

  • Updates a contact's information.

  • Updates a deal.

  • Updates a participant of a project. Available only for Teamleader V1.

  • Updates a project specified by ID. Available only for Teamleader V1.

  • Updates details or settings of selected Group, Material or Task.

  • Updates a project specified by ID. Available only for Teamleader V2.

  • Updates a task specified by ID.

  • Updates a time tracking entry specified by ID.

  • Updates an event specified by ID.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Teamleader and Tally.

Add a Participant to a Project (Legacy)
Adds a participant to a project specified by ID. Available only for Teamleader V1.
Action
Add a Time Tracking Entry
Adds a time tracking entry.
Action
Book an Invoice
Books a draft invoice.
Action
Cancel an Event
Cancels an event specified by ID.
Action
Close a Project (Legacy)
Closes a project specified by ID. Available only for Teamleader V1.
Action
Close a Project V2
Closes a project specified by ID. Available only for Teamleader V2.
Action
Complete a Task
Marks a task completed.
Action
Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
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.