Full list

Supported Triggers & Actions

Everything you can automate between Tally and Sukam Apps CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new form response is submitted

When a new form response is submitted

Runs the workflow automatically whenever a new response is submitted to the form.

New Lead Is Added

New Lead Is Added

Runs when new lead is added

Lead Updated

Lead Updated

Triggers when a lead updates

Request a new Trigger for Tally

Do thisActions

Action is the task that follows automatically within your Tally integrations.

Get Form By ID

Get Form By ID

Retrieve a form and its sections using the form ID.

Update Form Options

Update Form Options

Update dropdown and checkbox choices in an existing Tally form.

List All Form Responses

List All Form Responses

Get all responses for a form

Create a Lead

Create a Lead

Add a new lead to your CRM

Create Contact

Create Contact

Add contact/lead with fields

Create Account

Create Account

Create account/lead record

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

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Video 1

Learn how to automate Tally and Sukam Apps CRM workflows.

Video 2

Learn how to automate Tally and Sukam Apps CRM workflows.

Video 3

Learn how to automate Tally and Sukam Apps CRM workflows.

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Integrations Tally
Tally + Sukam Apps CRM
Tally logo

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 more
Integrations Sukam Apps CRM
Sukam Apps CRM + Tally
Sukam Apps CRM logo

About Sukam Apps CRM

Sukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.

Learn more

Frequently Asked Questions

How do I connect Tally and Sukam Apps CRM?

Sign up for a free viaSocket account, then authorize both your Tally and Sukam Apps CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Tally and Sukam Apps CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Tally to Sukam Apps CRM?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sukam Apps CRM. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Tally triggers actions in Sukam Apps CRM, and a separate workflow where Sukam Apps CRM triggers actions in Tally. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Tally and Sukam Apps CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Tally and Sukam Apps CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.