Retainr + Tally
Invite new clients in Retainr for every new submission in Tally
Stay on top of your workflow and maximize productivity with this automation. When there's a new submission in Tally, it will instantly invite a client in the Retainr app. This ensures you never miss a beat and helps you engage your clients promptly and efficiently. Perfect for service providers who thrive on speed and precision.
Stay on top of your workflow and maximize productivity with this automation. When there's a new submission in Tally, it will instantly invite a client in the Retainr app. This ensures you never miss a beat and helps you engage your clients promptly and efficiently. Perfect for service providers who thrive on speed and precision.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Invite Client
Invites a client to use Retainr
- Free forever for core features
- 14 day trial for premium features & apps
About Retainr
Retainr is an Agencies platform that manage all orders and supports requests.
Related categories
About Tally
The simplest way to create beautiful forms and surveys, for free.
