
When this happens...
New Form Submission

Automatically do this!
List All Contacts
List All Notes
List All Teams
Create Contact
Create Contact Note
Create Group Membership
Create Pipeline Item
Create Task
Delete Group Membership
Update Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new form submission is received in Tally.so.
Triggers when a new contact is created.
Triggers when a new company is created.
Triggers when new file is attach to an contact.
Triggers when a new note is attach to a contact.
Triggers when a new event is created.
Action is the task that follows automatically within your Tally integrations.
Retrieve a list of forms
Retrieve a form by ID
Make your tally.so form dynamic by updating values in dropdown or checkbox
Retrieves the list of all contacts
Retrieves the list of all notes
Retrieves the list of all teams

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Tally and Less Annoying CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Less Annoying CRM (or vice versa).
Absolutely. You can customize how Tally data is recorded in Less Annoying CRM. This includes choosing which data fields go into which fields of Less Annoying CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Less Annoying CRM 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 Less Annoying CRM. 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.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 MoreLess Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
Learn More