Axonaut + Tally

Create new opportunities in Axonaut from new submissions in Tally

Streamline your sales process with this efficient workflow. Whenever you receive a new submission in Tally, a corresponding opportunity is created in Axonaut. This automation eliminates manual data entry, helping you save time and maintain accuracy in tracking your business leads. Take control of your sales process by ensuring every important interaction is captured and transformed into potential opportunities.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
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Create Opportunity
Creates an opportunity
ActionWrite

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Supported triggers and actions

What does this mean?

- Select a formRequired
Trigger
Instant
Try It
New Closed Ticket
Triggers when a ticket is closed.
Trigger
Scheduled
Try It
New Contract
Triggers when a new contract is created.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
- Opportunities statusRequired
Trigger
Scheduled
Try It

New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It

- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event contentRequired
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee emailRequired
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- NameRequired
- PriceRequired
- Tax rate
- QuantityRequired
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amountRequired
- Opportunity comment
- Opportunity pipeRequired
- Opportunity stepRequired
- Business manager emailRequired
- Opportunity probabilityRequired
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company NameRequired
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier nameRequired
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense IDRequired
Action
Write
- Company idRequired
Action
Search
- Quotation IDRequired
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write

New Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Scheduled
Try It
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Employee
Triggers when a new employee is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
- Quotation statusRequired
Trigger
Scheduled
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Scheduled
Try It
- Company IDRequired
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amountRequired
Action
Write
- Invoice IdRequired
- Invoice NatureRequired
- Payment amountRequired
- Payment DateRequired
- Payment Reference
Action
Write
- Product nameRequired
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company IdRequired
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket titleRequired
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product IdRequired
Action
Write
- Contract IDRequired
Action
Search
- Supplier IdRequired
Action
Search
- Employee email
- Employee phone
Action
Search

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Tally

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

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Axonaut + Tally

Create new opportunities in Axonaut from new submissions in Tally

New Submission

New Closed Ticket

New Contract

New Expense

New Opportunity

Opportunities statusRequired

New Project

New Task

Create Company and Employee

Company nameRequired

Company description

Company address street

Company address zip code

Company address city

Company address country

Company SIRET

Company Intracommunity number

Company Business Manager

Company custom fields

Employee firstname

Employee lastname

Employee Gender

Employee emailRequired

Employee phone number

Employee cellphone number

Employee Job

Employee Custom Fields

Create Event

Event Date

Event date timestamp

Event contentRequired

Event company ID

Employee Email

Event title

Event duration

Event nature

Event status

Event users

Create Invoice

Employee emailRequired

Invoice Contract ID

Allow Gocardless Payment

Delivery Address Company Name

Delivery Address Contact Name

Delivery address Street

Delivery address zip code

Delivery address city

Delivery address country

NameRequired

PriceRequired

Tax rate

QuantityRequired

Description

Id

Internal Id

Reference

Unit job costing

Tips

Invoice reference

Create Opportunity

Company ID

Opportunity name

Opportunity amountRequired

Opportunity comment

Opportunity pipeRequired

Opportunity stepRequired

Business manager emailRequired

Opportunity probabilityRequired

Opportunity custom fields

Employee firstname

Employee lastname

Employee email

Employee phone

Employee cellphone

Employee gender