Connect Tally and Opportify to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

Opportify

Automatically do this!

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.

Request a new Trigger for Tally

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

Analyze Email

Analyze Email

Extract lead details, detect sender intent and urgency, and recommend clear follow-up actions to improve outreach and engagement.

Analyze an IP address

Analyze an IP address

Get location, risk, and business insights for an IP address.

Request a new Action for Tally

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Frequently Asked Questions

How do I start an integration between Tally and Opportify?

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

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

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

How often does the data sync between Tally and Opportify?

The data sync between Tally and Opportify 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 Opportify?

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 Opportify?

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

About Opportify

Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.

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