Connect Tally and workbooks to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Submitted
Choose an Action
Automatically do this!
- Request a new Action for workbooks
Enable Integrations or automations with these events of Tally and workbooks
Enable Integrations or automations with these events of Tally and workbooks
Triggers
Form Submitted
Runs when a new form submission is received.
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.
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Frequently Asked Questions
To start, connect both your Tally and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in workbooks (or vice versa).
Absolutely. You can customize how Tally data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and workbooks 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 workbooks. 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 workbooks
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
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