QuoteMachine + Tally

QuoteMachine + Tally integrations

Create QuoteMachine organizations from new Tally submissions

Save time and streamline your data management process with this Tally and QuoteMachine integration. Whenever a new submission is made in Tally, this workflow will automatically create an organization in QuoteMachine. Stay organized and focused on your core tasks while efficiently transferring data between these two applications.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create an OrganizationCreate an organization (contact)
ActionWrite

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More things you can do with Tally and QuoteMachine

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

- Select a form
  Required
Trigger
Instant
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Contact Deleted
Triggers when an contact is deleted.
Trigger
Instant
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Invoice Created
Triggers when an invoice is created (sent or mark as done).
Trigger
Instant
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Order Created
Triggers when an order is marked as done.
Trigger
Instant
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Won Quote
Triggers when a quote is won.
Trigger
Instant
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Proposed Quote
Triggers when a quote is proposed to a customer.
Trigger
Instant
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- First name
  Required
- Last name
- Email
  Required
- Phone number
- Notes
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
- Organization internal ID
Action
Write

Contact Created
Triggers when an contact is created.
Trigger
Instant
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Contact Updated
Triggers when an contact is updated.
Trigger
Instant
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Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Trigger
Instant
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Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Trigger
Instant
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Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).
Trigger
Instant
Try It
- Name
  Required
- Email
  Required
- Phone number
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
Action
Write
- Contact Internal ID
- Email
Action
Search

About QuoteMachine

QuoteMachine is online quotes and invoices that help you sell and get paid.

HelpHelp

Related categories

Proposal & Invoice Management

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