Connect Tally and Ascora to Build Intelligent Automations

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Tally

When this happens...

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Ascora

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggers when a new form submission is received in Tally.so.

New Job

New Job

Triggers when a new job is created in Ascora.

Job Status Changed

Job Status Changed

Triggers when the status of a job is updated in Ascora.

New Enquiry

New Enquiry

Triggers when new Enquiry Created.

Enquiry Modified

Enquiry Modified

Triggers when Enquiry Modified.

Customer Modified

Customer Modified

Triggers when new Customer Modified.

Do thisActions

Action is the task that follows automatically within your Tally integrations.

Retrieve all forms

Retrieve all forms

Retrieve a list of forms

Retrieve a form blocks by ID

Retrieve a form blocks by ID

Retrieve a form by ID

Update dropdown or checkbox in exisiting form

Update dropdown or checkbox in exisiting form

Make your tally.so form dynamic by updating values in dropdown or checkbox

Create Job

Create Job

Creates a new job in Ascora.

Create Quote

Create Quote

Creates a new Quotation.

Retrieve Job

Retrieve Job

Retrieving a Job based on Job Number

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Frequently Asked Questions

How do I start an integration between Tally and Ascora?

To start, connect both your Tally and Ascora accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Ascora (or vice versa).

Can we customize how data from Tally is recorded in Ascora?

Absolutely. You can customize how Tally data is recorded in Ascora. This includes choosing which data fields go into which fields of Ascora, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tally and Ascora?

The data sync between Tally and Ascora typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tally to Ascora?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tally and Ascora?

Yes, you can set conditional logic to control the flow of data between Tally and Ascora. 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.

Tally

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.

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Ascora

About Ascora

Ascora is a comprehensive job management software designed to streamline operations for trades and service businesses. It offers features such as scheduling, quoting, invoicing, and customer management, making it an essential tool for businesses looking to enhance productivity and efficiency.

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