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Vestberry
Tally

Connect Vestberry and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a note.

  • Adds a portfolio company.

  • Gets fund by ID.

  • Retrieves metrics for a given fund.

  • Get metrics for given portfolio company.

  • Performs an arbitrary authorized API call.

  • Uploads a file to a selected fund and portfolio company.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Vestberry and Tally.

Add a Note to a Portofolio
Adds a note.
Action
Add a Portfolio Company
Adds a portfolio company.
Action
Get a Fund by ID
Gets fund by ID.
Action
Get a Metric For a Fund
Retrieves metrics for a given fund.
Action
Get a Metric For a Portfolio Company
Get metrics for given portfolio company.
Action
Get Notes
Lists notes.
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
List New Portfolio Company Report
List New Portfolio Company Report.
Search
List Portfolio Companies
Lists portfolio companies.
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.