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Tally
Tally
1. Choose trigger event
crm4 solution
crm4 solution
2. Choose action
1. Select the event
Setup
Test
Tally
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Tally.
Add your action
An action happens after the trigger—such as "Add Lead" in crm4 solution.
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Zapier seamlessly connects Tally and crm4 solution, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Select a formRequired
Try ItTriggerInstant- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Destination Campaign in Crm4Required
- Exclude if present in campaign
- White list
- Update Customer
- Black list
- Note (Extra)
- Website URL (Extra)
- Campaign Source (Extra)
- Campaign Name (Extra)
- Update Extra (Extra)
ActionWrite
- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Fiscal Code
- VAT
- Exclude if present in campaign
- Destination Campaign in Crm4Required
- Note (Extra)
- Website URL (Extra)
- Campaign Source (Extra)
- Campaign Name (Extra)
- Update Extra (Extra)
ActionWrite- PhoneRequired
- Name and Surname
- Address
- City
- Zip Code
- Province
- Email
- Destination CampaignRequired
- UserRequired
- Note
- Update customer if exists
- Exclude if present in campaign
ActionWrite
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