Connect LeadConnector and Tally to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for LeadConnector
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 LeadConnector and Tally automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- 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 Form Submission
Triggers when a new form submission is received in Tally.so.
Do thisActions
Action is the task that follows automatically within your LeadConnector integrations.
Create Task
Creates a new task.
Update Task
Update the details of an existing task by its ID.
Search Task
Find the details of a task by its id.
Delete Task
Delete the task by its id.
Create Contact
Creates a new contact.
Update Contact
Update the details of existing contact.
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Frequently Asked Questions
To start, connect both your LeadConnector and Tally accounts to viaSocket. Once connected, you can set up a workflow where an event in LeadConnector triggers actions in Tally (or vice versa).
Absolutely. You can customize how LeadConnector 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 LeadConnector 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 LeadConnector 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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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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