noCRM.io + Tally

Create prospects in noCRM.io for new Tally submissions

Effortlessly manage your new leads with this workflow that connects Tally and noCRM.io. When a new submission is received on Tally, a prospect will be created in noCRM.io, allowing you to streamline your lead capturing process, saving you time and ensuring no opportunities are missed. Focus on growing your business while this integration takes care of handling your leads.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event NameRequired
Trigger
Instant
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- Event Name
- Step Event NameRequired
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
- Prospecting list
Trigger
Instant
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- LeadRequired
- Attachment nameRequired
- AttachmentRequired
Action
Write
- Item ID (Lead or Prospect)Required
- Simplified API pathRequired
Action
Write
- Unassigned Explanation
- LeadRequired
- StatusRequired
Action
Write
- LeadRequired
- ActivityRequired
- Comment
Action
Write
- Prospecting ListRequired
Action
Write
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Tags
- Creation date
- Step Name
Action
Write
- LeadRequired
- Estimated closing dateRequired
Action
Write
- TitleRequired
Action
Search

- Event Name
- User
Trigger
Instant
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- Event Name
Trigger
Instant
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- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
Trigger
Instant
Try It
- Event Name
- Status Event NameRequired
Trigger
Instant
Try It
- LeadRequired
- User Email
Action
Write
- LeadRequired
- New Lead's TitleRequired
Action
Write
- LeadRequired
- Step NameRequired
Action
Write
- LeadRequired
- CommentRequired
Action
Write
- LeadRequired
- Tag NamesRequired
Action
Write
- LeadRequired
- AmountRequired
- Probability (0-100)
Action
Write
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
Action
Search
- EmailRequired
- Status
- Tags
- Include unassigned leads
- Include Unassigned Explanation
- TitleRequired
- Description addon
- Field Explanation
- User Email
- Creation date
- Step Name
Action
Search or write