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VERSAT CRM
Tally

Connect VERSAT CRM and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Envía un nuevo cliente

  • Envía un nuevo nombre comercial.

  • Envía un nuevo pedido.

  • Envía un nuevo producto.

  • Envía un producto a un pedido existente.

  • Realiza una llamada API

  • Modifica el Status actual del pedido.

  • Genera un informe de Check-in de Vendedores.

  • Genera un informe de Seguimiento de Clientes.

  • Obtiene un cliente por el ID

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between VERSAT CRM and Tally.

Consultar Nombre Comercial
Consulta un nombre comercial por descripción.
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Enviar Cliente
Envía un nuevo cliente
Action
Enviar Nombre Comercial
Envía un nuevo nombre comercial.
Action
Enviar Pedido
Envía un nuevo pedido.
Action
Enviar Producto
Envía un nuevo producto.
Action
Enviar Producto a un Pedido
Envía un producto a un pedido existente.
Action
Escuchar Clientes
Recibe notificaciones de las actividades de los clientes.
Trigger
Escuchar Pedidos
Recibe notificaciones de las actividades de los pedidos.
Trigger
Escuchar Productos
Recibe notificaciones de las actividades de los productos.
Trigger
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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.