Autotask + Tally

Create Autotask tickets from new Tally submissions

Instantly manage new Tally submissions by creating tickets in Autotask with this seamless workflow. Whenever a new submission is received in Tally, a ticket will be automatically generated in Autotask, ensuring you can efficiently address and track your customer inquiries and requests, while keeping your team organized and focused.

Instantly manage new Tally submissions by creating tickets in Autotask with this seamless workflow. Whenever a new submission is received in Tally, a ticket will be automatically generated in Autotask, ensuring you can efficiently address and track your customer inquiries and requests, while keeping your team organized and focused.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    Create Ticket

    Creates a ticket.

    ActionWrite
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Supported triggers and actions

What does this mean?
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Help

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  • 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.
Learn moreHelp

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  • Forms & Surveys

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