Create or update Ezus projects for each new Tally submission
Manage your projects effectively with this seamless connection between Tally and Ezus. Whenever a new submission is made in Tally, this automation immediately updates or creates a project in Ezus. This efficient workflow eliminates the need for manually transferring data between the two apps, saving you time and avoiding duplication. Keep your project information up-to-date effortlessly.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create or Update ProjectUpdates a project record if the provided reference does match one of the project references in your account, otherwise it creates a new project record with the provided reference (or with a random one if no reference is provided).
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More things you can do with Tally and Ezus
Discover other triggers and actions you can use with Tally and Ezus
- Select a formRequired
Try ItTriggerInstant- Client Is Updated
Triggers when a client is updated
Try ItTriggerInstant - New Supplier Invoice
Triggers when a file is added to a supplier invoice.
Try ItTriggerInstant - Project Is Updated
Triggers when a project is updated. This event is triggered only by specific fields within projects, including: info_title, info_stage, info_notes, info_number, currency, sales_manager, and projects_manager.
Try ItTriggerInstant
- New Client
Triggers when a new client is created.
Try ItTriggerInstant - Invoice Is Finalised
Triggers when an invoice is finalized (its stage goes from draft to completed).
Try ItTriggerInstant - New Project Created
Triggers when the project created event is created.
Try ItTriggerInstant - Reference
- Name of clientRequired
- Website
- Contact
- Address
- Custom Fields
- Type
ActionWrite




