Plutio + Tally

Plutio + Tally integrations

Add new Tally submissions as Plutio persons

Effortlessly manage new submissions from your Tally forms by adding them as contacts in your Plutio CRM with this streamlined workflow. Upon receiving a new submission in the Tally app, this automation will create a new person in the Plutio app, ensuring your contact list stays up-to-date. Save time by eliminating manual data entry and keep your focus on growing your business.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create PersonCreates a Person
ActionWrite

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More things you can do with Tally and Plutio

Discover other triggers and actions you can use with Tally and Plutio

- Select a form
  Required
Trigger
Instant
Try It
New Form
Triggers when a new form is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created
Trigger
Polling
Try It
New Project
Triggers when a new Project is created.
Trigger
Polling
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- Project
  Required
Trigger
Polling
Try It

- Entity Type
  Required
Trigger
Polling
Try It
- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write

- Entity Type
- Project Name
  Required
- Template Name
Action
Write
- Project
  Required
- Task Board Title
  Required
Action
Write
- Block
  Required
Action
Write
- Person
  Required
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task
  Required
- Task Position
  Required
Action
Write
- Person
  Required
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity Type
  Required
- Entity
  Required
Action
Search

- Entity Type
  Required
- Entity
  Required
- Block Type
  Required
Trigger
Polling
Try It
- Form
  Required
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
- Project
  Required
- Task Board
  Required
- Task Group
  Required
Trigger
Polling
Try It
- Project
  Required
- Task Board
  Required
Trigger
Polling
Try It
- Entity Type
  Required
- Entity
  Required
- Type
  Required
Action
Write
- Person First Name
  Required
- Person Last Name
  Required
- Person Primary Email
  Required
- Person Primary Number
  Required
- Person Role
  Required
- Invite to Plutio?
  Required
- Invitation Message
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group Title
  Required
Action
Write
- Invoice
Action
Write
- Person Object ID
  Required
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- Project
  Required
- Task Board
  Required
- Task Group
  Required
- Task
  Required
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
Action
Search

About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

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Related categories

Project Management

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

Related Zap Templates

Create projects in Plutio from new submissions in Tally

Related Zap Templates

Create projects in Plutio from new submissions in Tally