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Valuecase
Tally

Connect Valuecase and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Sets integration properties of a Space (e.g. HubSpot Deal ID, etc.).

  • Marks an Action Plan Task as Completed.

  • Creates a new Valuecase Space.

  • Performs an arbitrary authorized API call.

  • Sets Custom Property value on an existing Space.

  • Allows you to change the owner of a Space or archive it.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Valuecase and Tally.

Add an External ID to Space
Sets integration properties of a Space (e.g. HubSpot Deal ID, etc.).
Action
Complete a Task
Marks an Action Plan Task as Completed.
Action
Create a Space
Creates a new Valuecase Space.
Action
Get a Space by Slug
Gets a Space in Valuecase by its slug.
Search
List all Custom Properties for a Space
Lists all Custom Properties associated with the Space.
Search
List All Forms for a Space
Fetches all forms (completed or not) for a particular space by space ID
Search
List All Outstanding Tasks for a Space
Fetches all tasks that are not marked as completed for a particular space.
Search
List External IDs by Space ID
Fetches external IDs associated with a Space (such as Hubspot Deal ID, etc.).
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
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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.