Connect Tally and Ziflow to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create a Folder
List Root Folders
List Users
List Contacts
Ready to use Tally and Ziflow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when new form submission
Proof Created
Triggers when a proof is created.
Reviewer Comment
Triggers when a reviewer makes a comment on a proof.
Reviewer Decision
Triggers when a reviewer makes a decision on a proof.
Do thisActions
Action is the task that follows automatically within your Tally integrations.
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.
Create a Folder
Creates a new folder in Ziflow to organize proofs and files.
List Root Folders
Get a list of top level folders the user can access.
List Users
Get a list of users registered in your account.
List Contacts
Get a list of all contacts.
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Frequently Asked Questions
To start, connect both your Tally and Ziflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Ziflow (or vice versa).
Absolutely. You can customize how Tally data is recorded in Ziflow. This includes choosing which data fields go into which fields of Ziflow, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Ziflow 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 Ziflow. 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 Ziflow
Ziflow is an online proofing tool designed for marketing teams and agencies to review and approve creative content. It supports various file types and provides features for collaboration and feedback.
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