Skip to content

ProLine + Tally

ProLine + Tally

ProLine + Tally integrations

Create or update ProLine projects with each new submission in Tally

Ensure your project management stays up to date with this automation. Each time a new submission occurs in Tally, this workflow will swiftly create or update a project in ProLine. Stay organized and enhance your workflow efficiency, so you can focus more on the tasks that matter most, not on manual data entry.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create or Update ProjectCreates or updates a project.
ActionWrite

Start free with email

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Tally and ProLine

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

- Select a form
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
- Organization Stage [Filter]
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
Try It

- Trigger on...
  Required
Trigger
Instant
Try It
- Zapier Trigger Step
  Required
Trigger
Instant
Try It

- Event ID
  Required
Action
Write
- Contact ID
  Required
- User
- Message Type
  Required
- Message Body
  Required
- Message Note
- External ID
Action
Write
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Write
- Event ID
- Project ID
- Start Date
  Required
- Event Type
- Assignee
- Contact Time Zone
- External ID
- External Reschedule Link
- Exclude From Integration
Action
Write
- Team Member ID
  Required
- Start Date
  Required
- End Date
  Required
- Event Type
  Required
Action
Search
- Event ID
- External ID
- Project ID
- Start Date
- [FILTER] Event Type
- [FILTER] Assignee
Action
Search
- Project ID
- Project External ID
- Main Contact ID
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- [FILTER] Project Stage
- [FILTER] Project Status
Action
Search
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- First Name
- Last Name
- Organization
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
- Automated Messages
- Consent To SMS & Phone Communication
Action
Search or write
- Project | Edit by Project ID
- Project External ID
- Contact | Contact ID
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Move to Stage
- [FILTER] Project Status
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Start Campaign
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Search or write

Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger On
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
Trigger
Instant
Try It
- Trigger on...
  Required
- Stage [Filter]
Trigger
Instant
Try It
Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Trigger
Instant
Try It
- Contact ID
- Project ID
- Notification (Main)
  Required
- Notification (Extended)
Action
Write
- Contact ID
  Required
- User
- Call Type
  Required
- Call Duration
- Recording
- Voicemail
- External ID
- Call Note
Action
Write
- Contact ID
- First Name
- Last Name
- Organization
- Phone
- Email
- Contact Type
- Lead Source
- Contact Tags
- Notes
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Campaign
- Assignee
- External ID
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Date 1
- Custom Date 2
- Custom Date 3
- Time Zone
- Automated Messages
- Consent To SMS & Phone Communication
Action
Write
- Project | Edit by Project ID
- Project | Edit by External ID
- Project | Edit by Contact
- Project | Name
- Project | Location
- Project | Area
- Project | Main Assignee
- Project | Inside Sales Assignee
- Project | Production Assignee
- Project | Accounting Assignee
- Project | Move to Stage
- Project | Start Campaign
- Project | Address Line 1
- Project | Address Line 2
- Project | City
- Project | State
- Project | Zip
- Project | Category
- Project | Type
- Project | Services
- Project | Tags
- Project | Custom Field 1
- Project | Custom Field 2
- Project | Custom Field 3
- Project | Custom Field 4
- Project | Custom Field 5
- Project | Custom Field 6
- Project | Custom Field 7
- Project | Notes
- Project | New External ID
- Contact | Contact ID
- Contact | First Name
- Contact | Last Name
- Contact | Full Name
- Contact | Phone
- Contact | Email
- Contact | Type
- Contact | Lead Source
- Contact | Tags
- Event | Edit by External ID
- Event | New External ID
- Event | Start Date
- Event | Event Type
- Event | Time Zone
- Event | External Reschedule Link
- Event | Exclude From Integration
Action
Write
- Project ID
  Required
- File URL
  Required
- File Name
Action
Write
- Contact ID
- Phone
- Email
- Address Line 1
- Address Line2
- City
- State
- Zip Code
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
Action
Search
- ProLine Number
- User Email
- Display Name
Action
Search
- Proline ID
- Organization External ID
- Primary Contact ID
- [FILTER] Organization Stage
- Organization Name
- Organization Address
- Organization ID
- Organization External ID
- Organization Name
  Required
- Organization Type
  Required
- Organization Stage
  Required
- Assignee
- Primary Contact | Contact ID
- Primary Contact | First Name
- Primary Contact | Last Name
- Primary Contact | Phone Number
- Primary Contact | Email
- Primary Contact | Type
- Primary Contact | Lead Source
- Primary Contact | Tags
- Other Contacts | List of Contact IDs
- Address 1
- Address 2
- City
- State
- Zip
- Notes
Action
Search or write

About ProLine

ProLine is a messaging automation platform for contractors.

Learn moreLearn moreHelpHelp

Related categories

About Tally

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

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

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