BSI + Tally
Create BSI customers from new Tally submissions for seamless data management
Streamline your customer management process with this Tally-BSI workflow. Whenever a new submission is received in Tally, a customer will be created in the BSI app, ensuring that your team can effortlessly track and manage customer information in one convenient location. This automation saves you time and helps maintain accurate client records across both platforms.
Streamline your customer management process with this Tally-BSI workflow. Whenever a new submission is received in Tally, a customer will be created in the BSI app, ensuring that your team can effortlessly track and manage customer information in one convenient location. This automation saves you time and helps maintain accurate client records across both platforms.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
Select a formRequired
Try ItURL (Entwurf/Live)Required
Try ItURL (Entwurf/Live)Required
Try ItURL (Entwurf/Live)Required
Customer identificationRequired
Subject
Start date
Responsible identification
Channel
Address
Notes
URL (Entwurf/Live)Required
Try ItURL (Entwurf/Live)Required
Try ItURL (Entwurf/Live)Required
Customer identificationRequired
Subject
Responsible identification
Sales responsible identification
Notes
Status
Start date
End date
Price
URL (Entwurf/Live)Required
Customer Identification
Salutation
Title
Last name
First name
Street and House no.
Zip code
City
Country
Telephone
Mobile
E-Mail
Birthday
Language
Origin
Event
Notes
Creation date
Gender
