Connect Tally and GenPage to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggers when a new form submission is received in Tally.so.
Do thisActions
Action is the task that follows automatically within your Tally integrations.
Retrieve all forms
Retrieve a list of forms
Retrieve a form blocks by ID
Retrieve a form by ID
Update dropdown or checkbox in exisiting form
Make your tally.so form dynamic by updating values in dropdown or checkbox
Create or Update Lead
Create a new lead or update an existing lead in GenPage.
Search Lead
Fetch lead from GenPage based on filters like job_id
Get Lead Status
This is used to check the status of a GenPage lead processing job (AI analysis, enrichment, scraping, etc.) using job_id.
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Frequently Asked Questions
To start, connect both your Tally and GenPage accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in GenPage (or vice versa).
Absolutely. You can customize how Tally data is recorded in GenPage. This includes choosing which data fields go into which fields of GenPage, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and GenPage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Tally and GenPage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Tally
Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.
Learn MoreAbout GenPage
GenPage is an AI-powered platform designed to streamline the creation and management of web pages, offering intuitive tools for seamless design and deployment.
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