Boulevard + Tally

Boulevard + Tally integrations

Create new Boulevard clients from Tally submissions

Save time and streamline your client onboarding process with this Tally and Boulevard integration. Whenever a new submission is received in Tally, this workflow creates a client in Boulevard, ensuring that new client information is consistently entered and organized in your system. Keep your client data up-to-date and eliminate manual data entry with this seamless automation.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Tally and Boulevard

Discover other triggers and actions you can use with Tally and Boulevard

- Select a form
  Required
Trigger
Instant
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Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
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- The ID of the Appointment or Client to be tagged
  Required
- Tag Id
  Required
Action
Write
- Client ID
  Required
- Text
  Required
Action
Write

- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
Action
Write
- Client ID
  Required
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search

Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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New Appointment
Triggers when an appointment is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
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Order Completed
Triggers when an order is closed.
Trigger
Instant
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- First name
  Required
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
- Duration
  Required
- Reason
  Required
- Title
Action
Write
- Appointment Id
  Required
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order ID
  Required
Action
Search

About Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

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Related categories

Scheduling & Booking

About Tally

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

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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