Skip to main content

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

Register now (opens in a new tab)
Teamwork CRM
Tally

Connect Teamwork CRM and Tally

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

Get started free

Create a custom workflow

Integrate Teamwork CRM 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
Teamwork CRM
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new company.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new note.

  • Creates a new pipeline.

  • Creates a new product.

  • Creates a new stage.

  • Creates a new activity.

  • Deletes a company.

  • Deletes a contact.

  • Deletes a deal.

  • Deletes a file.

  • Deletes a note.

  • Deletes a pipeline.

  • Deletes a product.

  • Deletes a stage.

  • Deletes a user.

  • Deletes an activity.

  • Gets a company.

  • Gets a contact.

  • Gets a deal.

  • Gets a note.

  • Gets a pipeline.

  • Gets a product.

  • Gets a stage.

  • Gets a user.

  • Gets an activity.

  • Performs an arbitrary authorized API call.

  • Updates a company.

  • Updates a company.

  • Updates a deal.

  • Updates a file.

  • Updates a note.

  • Updates a pipeline.

  • Updates a product.

  • Updates a stage.

  • Updates an activity.

  • Updates a user.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Teamwork CRM and Tally.

Create a Company
Creates a new company.
Action
Create a Contact
Creates a new contact.
Action
Create a Deal
Creates a new deal.
Action
Create a Note
Creates a new note.
Action
Create a Pipeline
Creates a new pipeline.
Action
Create a Product
Creates a new product.
Action
Create a Stage
Creates a new stage.
Action
Create an Activity
Creates a new activity.
Action
Delete a Company
Deletes a company.
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.