Connect Tally and Pascal to power AI-driven automation

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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 "Create a Client" in Pascal.

You’re connected!

Zapier seamlessly connects Tally and Pascal, 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
- Case Type
  Required
- Case Confidence
  Required
- Case Name
  Required
- Case Aliases
- Case Additional Terms
- Case Excluded Terms
- Case Gender
- Case Nationality
- Case Date Of Birth
- Case Country Of Birth
- Case Country Of Residence
- Case Description
- Case Status
- Linked Clients
- Linked Client Identifiers
- Case Screening Categories
- Case Assignee ID
- Case Assignee Email
- Case Assignee Group ID
- Case Deduplicate
Action
Write
- Case ID
  Required
- Update Status
- Update Clients
- Update Description
- Update Assignee ID
- Update Assignee Email
- Update Assignee Group ID
Action
Write
- Case ID
  Required
- Return Additional Information
Action
Search

- Name
  Required
- Client Identifier
- Client Description
Action
Write
- Case Type
  Required
- Case Confidence
  Required
- Case Name
  Required
- Case Aliases
- Case Additional Terms
- Case Excluded Terms
- Case Company Number
- Case Country
- Case Address
- Case Description
- Case Status
- Linked Clients
- Linked Client Identifiers
- Case Screening Categories
- Case Assignee ID
- Case Assignee Email
- Case Assignee Group ID
- Case Deduplicate
Action
Write
- Client ID
  Required
- Update Client Name
Action
Write

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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 Pascal 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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

Level up your Tally to Pascal integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 Pascal

Pascal is an AI-powered KYC/KYB tool that screens contacts and companies for sanctions, PEPs and adverse media, and connects with your tools.

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