Full list

Supported Triggers & Actions

Everything you can automate between Tally and Axonaut .

When this happensTriggers

A trigger is an event that starts a workflow.

When a new form response is submitted

When a new form response is submitted

Runs the workflow automatically whenever a new response is submitted to the form.

New Company

New Company

Trigger when New Company created.

New Quotation

New Quotation

Trugger when new Quotation is created.

New Task

New Task

Trigger when new Task created.

New Expense

New Expense

Triggers when a new Expense is created.

New Invoice

New Invoice

This action creates a new invoice.

Request a new Trigger for Tally

Do thisActions

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

Get Form By ID

Get Form By ID

Retrieve a form and its sections using the form ID.

Update Form Options

Update Form Options

Update dropdown and checkbox choices in an existing Tally form.

List All Form Responses

List All Form Responses

Get all responses for a form

Create Company

Create Company

Create a company in Axonaut via API

Create Quotation

Create Quotation

Create a Quotation

Create Event

Create Event

Create an Event

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
AI Workflow Builder

From idea to automation.
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.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Tally and Axonaut free

No credit card required. Set up your first workflow in minutes.

Integrations Tally
Tally + Axonaut
Tally logo

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 more
Integrations Axonaut
Axonaut + Tally
Axonaut  logo

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn more

Frequently Asked Questions

How do I connect Tally and Axonaut ?

Sign up for a free viaSocket account, then authorize both your Tally and Axonaut 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Tally and Axonaut as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Tally to Axonaut ?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Axonaut . No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Tally triggers actions in Axonaut , and a separate workflow where Axonaut triggers actions in Tally. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Tally and Axonaut . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Tally and Axonaut integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.