IntegrationsTallyLess Annoying CRM
Tally + Less Annoying CRM

Connect Tally and Less Annoying CRM to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

Less Annoying CRM

Automatically do this!

Ready to use Tally and Less Annoying CRM automations

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 Contact

New Contact

Triggers when a new contact is created.

New Company

New Company

Triggers when a new company is created.

New File

New File

Triggers when new file is attach to an contact.

New Note

New Note

Triggers when a new note is attach to a contact.

New Event

New Event

Triggers when a new event is created.

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

List All Contacts

List All Contacts

Retrieves the list of all contacts

List All Notes

List All Notes

Retrieves the list of all notes

List All Teams

List All Teams

Retrieves the list of all teams

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Frequently Asked Questions

How do I start an integration between Tally and Less Annoying CRM?

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).

Can we customize how data from Tally is recorded in Less Annoying CRM?

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.

How often does the data sync between Tally and Less Annoying CRM?

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.

Can I filter or transform data before sending it from Tally to Less Annoying CRM?

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 Less Annoying CRM?

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

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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Less Annoying CRM

About Less Annoying CRM

Less 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.

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