Connect persio and Tally to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for persio
Choose an Action
Automatically do this!
Retrieve all forms
Retrieve a form blocks by ID
Update dropdown or checkbox in exisiting form
Enable Integrations or automations with these events of persio and Tally
Enable Integrations or automations with these events of persio and Tally
Triggers
New Form Submission
Triggers when a new form submission is received in Tally.so.
Actions
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
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your persio and Tally accounts to viaSocket. Once connected, you can set up a workflow where an event in persio triggers actions in Tally (or vice versa).
Absolutely. You can customize how persio 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 persio 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 persio 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 persio
Persio exists to help businesses unify and mesh all their customer data in a single source of truth platform and auto-qualify their leads.
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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