Connect GorillaDesk and Tally to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Updated Customer
Choose an Action
Automatically do this!
Retrieve all forms
Retrieve a form blocks by ID
Update dropdown or checkbox in exisiting form
Ready to use GorillaDesk and Tally automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
Updated Customer
Trigger when an existing customer is updated.
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 GorillaDesk integrations.
Add a Customer
Adds a new customer to GorillaDesk.
Add a Lead
Adds a new lead to GorillaDesk.
Add a Booking
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Get Company
Get Company for the account.
List Users
Get all users form GorillaDesk.
List Customer
Get all customer form GorillaDesk.
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Frequently Asked Questions
To start, connect both your GorillaDesk and Tally accounts to viaSocket. Once connected, you can set up a workflow where an event in GorillaDesk triggers actions in Tally (or vice versa).
Absolutely. You can customize how GorillaDesk data is recorded in Tally. This includes choosing which data fields go into which fields of Tally, setting up custom formats, and filtering out unwanted information.
The data sync between GorillaDesk and Tally 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 GorillaDesk and Tally. 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 GorillaDesk
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
Learn MoreAbout 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.
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