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