Connect Tally and brokerengine to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
- Request a new Action for brokerengine
Enable Integrations or automations with these events of Tally and brokerengine
Enable Integrations or automations with these events of Tally and brokerengine
Triggers
New Form Submission
Runs when new form submission
Actions
Get Form By ID
Retrieve a form and its sections using the form ID.
Update Form Options
Update dropdown and checkbox choices in an existing Tally form.
List All Form Responses
Get all responses for a form
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Frequently Asked Questions
To start, connect both your Tally and brokerengine accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in brokerengine (or vice versa).
Absolutely. You can customize how Tally data is recorded in brokerengine. This includes choosing which data fields go into which fields of brokerengine, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and brokerengine 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 Tally and brokerengine. 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 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 MoreAbout brokerengine
BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.
Learn More
