Boulevard + Tally

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 Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- Select a formRequired
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 taggedRequired
- Tag IdRequired
Action
Write
- Client IDRequired
- TextRequired
Action
Write

- Staff IDRequired
- Location IDRequired
- Start TimeRequired
Action
Write
- Client IDRequired
- 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 nameRequired
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
- DurationRequired
- ReasonRequired
- Title
Action
Write
- Appointment IdRequired
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order IDRequired
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 more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Boulevard + Tally

Create new Boulevard clients from Tally submissions

New Submission

Appointment Completed

Appointment Rescheduled

Client Updated

Entity Tags Removed

Add Tag

The ID of the Appointment or Client to be taggedRequired

Tag IdRequired

Create Client Note

Client IDRequired

TextRequired

Delete Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

Update Client

Client IDRequired

First name

Last name

Email

Phone number

External ID

Find Client by Email

Email

Find Client by ID

Client ID

Appointment Cancelled

New Appointment

New Client

Entity Tags Added

Order Completed

Create Client

First nameRequired

Last name

Email

Phone number

External ID

Create Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

DurationRequired

ReasonRequired

Title

Update Appointment

Appointment IdRequired

Note

State

Find Appointment

Appointment ID

Find Client by External ID

External ID

Find Order by ID

Order IDRequired

About Boulevard

Related categories

About Tally

Related categories

Similar apps

Zapier Interfaces