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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Assign Template to Clients" in Ekklo.

You’re connected!

Zapier seamlessly connects Tally and Ekklo, 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 form
  Required
Trigger
Instant
Try It
New Client Created
Triggers when a client creates their account from the mobile app.
Trigger
Instant
Try It
Client Updated
Triggers when client information is modified (name, phone, city, etc.).
Trigger
Instant
Try It
- Client
  Required
Action
Write
- Program
  Required
- Client
  Required
- Notes
Action
Write

- Client
  Required
Action
Write
- Client
  Required
Action
Search

- Search
- Status
Action
Search
- Email
  Required
- First Name
- Last Name
- Phone Number
- Birth Date
- City
- Country
Action
Search or write

Client Blocked
Triggers when a client is blocked (manually or quota exceeded).
Trigger
Instant
Try It
New Client Invited
Triggers when you invite a new client.
Trigger
Instant
Try It
- Template
  Required
- Clients
  Required
- Start Date
  Required
- End Date
- Notes
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Birth Date
- City
- Country
Action
Write
- Client
  Required
Action
Write
- Client
  Required
- First Name
- Last Name
- Phone Number
- Birth Date
- City
- Country
Action
Write
- Email
  Required
Action
Search
- Search
- Templates only
- Type
- Assigned Customer
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Tally and Ekklo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Tally on the Zapier blog

Make work flow with AI

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About Tally

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

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

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

About Ekklo

Ekklo is a coaching platform that helps fitness coaches manage their clients, send invitations, and automate client workflows.

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