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Attio + Tally

Create or update Attio records with every new submission in Tally

Make your workflow seamless and efficient with this automation. When a new submission occurs in Tally, this workflow ensures your Attio records are updated or newly created accordingly, keeping your data current and organized. Stay focused on tasks that matter while letting this integration handle the data for you.

Make your workflow seamless and efficient with this automation. When a new submission occurs in Tally, this workflow ensures your Attio records are updated or newly created accordingly, keeping your data current and organized. Stay focused on tasks that matter while letting this integration handle the data for you.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    AttioAttio
    Create or Update Record

    Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ObjectRequired

    Trigger
    Instant
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    • ObjectRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ObjectRequired

    Trigger
    Instant
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  • Attio triggers, actions, and search

    Task Created

    Triggers when a task is created.

    Trigger
    Instant
    Try It
attio logo
attio logo

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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tally logo
tally logo

About Tally

The simplest way to create beautiful forms and surveys, for free.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier