Connect Tally and Espo CRM
Integrate Tally with Espo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Form By ID from Tally when New Lead in Espo CRM
Update Lead in Espo CRM when When a new form response is submitted in Tally
Create Lead in Espo CRM when When a new form response is submitted in Tally
List All Form Responses from Tally when New Lead in Espo CRM
Find Leads by Text Filter in Espo CRM when When a new form response is submitted in Tally
Popular Tally + Espo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Tally
When this happens...
When a new form response is submitted
Choose an action
Espo CRM
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Get Form By ID from Tally when New Lead in Espo CRM
Use this flowUpdate Lead in Espo CRM when When a new form response is submitted in Tally
Use this flowCreate Lead in Espo CRM when When a new form response is submitted in Tally
Use this flowList All Form Responses from Tally when New Lead in Espo CRM
Use this flowFind Leads by Text Filter in Espo CRM when When a new form response is submitted in Tally
Use this flowGet Lead from Espo CRM when When a new form response is submitted in Tally
Use this flowGet Form By ID from Tally when Lead Status Updated in Espo CRM
Use this flowList All Form Responses from Tally when Lead Status Updated in Espo CRM
Use this flowUpdate Form Options in Tally when New Lead in Espo CRM
Use this flowUpdate Form Options in Tally when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Tally and Espo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new form response is submitted
Runs the workflow automatically whenever a new response is submitted to the form.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Tally integrations.
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
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
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 Espo CRM free
No credit card required. Set up your first workflow in minutes.
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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Tally and Espo CRM 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 Tally and Espo CRM 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 Espo CRM. No coding required.
Yes. You can set up a workflow where Tally triggers actions in Espo CRM, and a separate workflow where Espo CRM triggers actions in Tally. 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 Tally and Espo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Tally and Espo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
