Connect Tally and Recras to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create Start moment
Update Start moment
Find Customer
Ready to use Tally and Recras automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when new form submission is received
New Booking Created
Runs when a new booking is created in Recras.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
Do thisActions
Action is the task that follows automatically within your Tally integrations.
Get Form by ID
Return form details and blocks for a given form ID.
Update Form Field Options
Update dropdown and checkbox options in an existing Tally form.
Create Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Find Customer
Find a customer using their ID.
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Frequently Asked Questions
To start, connect both your Tally and Recras accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Recras (or vice versa).
Absolutely. You can customize how Tally data is recorded in Recras. This includes choosing which data fields go into which fields of Recras, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Recras 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 Recras. 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.
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