Connect Tally and mydesk to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

mydesk

Automatically do this!

Enable Integrations or automations with these events of Tally and mydesk

Enable Integrations or automations with these events of Tally and mydesk

Triggers

New Form Submission

New Form Submission

Triggers when a new form submission is received in Tally.so.

Request a new Trigger for Tally

Actions

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

Request a new Action for Tally

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Frequently Asked Questions

How do I start an integration between Tally and mydesk?

To start, connect both your Tally and mydesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in mydesk (or vice versa).

Can we customize how data from Tally is recorded in mydesk?

Absolutely. You can customize how Tally data is recorded in mydesk. This includes choosing which data fields go into which fields of mydesk, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tally and mydesk?

The data sync between Tally and mydesk 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 mydesk?

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 mydesk?

Yes, you can set conditional logic to control the flow of data between Tally and mydesk. 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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mydesk

About mydesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

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