Connect Tally and mcgill-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
- Request a new Action for mcgill-crm
Enable Integrations or automations with these events of Tally and mcgill-crm
Enable Integrations or automations with these events of Tally and mcgill-crm
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 mcgill-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in mcgill-crm (or vice versa).
Absolutely. You can customize how Tally data is recorded in mcgill-crm. This includes choosing which data fields go into which fields of mcgill-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and mcgill-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 mcgill-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.
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 mcgill-crm
Quick and easily coordinate Sales and Marketing of new real estate using McGill CRM. Generate a complete sales contract with electronic signatures in less than 5 minutes.
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