Connect LionDesk and Tally
Integrate LionDesk with Tally to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Hotness in LionDesk when When a new form response is submitted in Tally
List Tags from LionDesk when When a new form response is submitted in Tally
List Hotnesses from LionDesk when When a new form response is submitted in Tally
List Campaigns in Liondesk when When a new form response is submitted in Tally
List Team Members from LionDesk when When a new form response is submitted in Tally
Popular LionDesk + Tally flows
Start from a real workflow other teams are already running.
Choose a trigger
LionDesk
When this happens...
New Contact
Choose an action
Tally
Automatically do this!
Get Form By ID
Update Form Options
List All Form Responses
Update Hotness in LionDesk when When a new form response is submitted in Tally
Use this flowList Tags from LionDesk when When a new form response is submitted in Tally
Use this flowList Hotnesses from LionDesk when When a new form response is submitted in Tally
Use this flowList Campaigns in Liondesk when When a new form response is submitted in Tally
Use this flowList Team Members from LionDesk when When a new form response is submitted in Tally
Use this flowList Events from LionDesk when When a new form response is submitted in Tally
Use this flowList Teams from LionDesk when When a new form response is submitted in Tally
Use this flowList Lead Sources from LionDesk when When a new form response is submitted in Tally
Use this flowStart Campaign in Liondesk when When a new form response is submitted in Tally
Use this flowList Sources from LionDesk when When a new form response is submitted in Tally
Use this flowSupported Triggers & Actions
Everything you can automate between LionDesk and Tally.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
When a new form response is submitted
Runs the workflow automatically whenever a new response is submitted to the form.
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your LionDesk and Tally accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between LionDesk and Tally as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Tally. No coding required.
Yes. You can set up a workflow where LionDesk triggers actions in Tally, and a separate workflow where Tally triggers actions in LionDesk. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between LionDesk and Tally. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire LionDesk and Tally integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
