Integrate Tally with Attio to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Tally with Attio - no code necessary. See how you can get setup in minutes.

Select a trigger from Tally

A trigger is an event that starts your Zap and runs the workflow. For example, with Tally, a trigger could be "New Submission."

A trigger is the event that kicks off your automated workflow.

Setup an action from Attio

An action is what takes place after the automation is triggered. For example, with Attio, the action could be "Create or Update List Entry by Parent Record."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Tally to Attio

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Set up your first integration

Quickly connect Tally to Attio with a Zapier template.

Our most popular template

Create or update Attio records with every new submission in Tally
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Tally + Attio
Create or update Attio companies from new Tally submissions
Details
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Tally + Attio
Create new Attio records from new Tally submissions
Details
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Tally + Attio

Create or update Attio records with every new submission in Tally

Details

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Tally + Attio

Create or update Attio companies from new Tally submissions

Details

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Tally + Attio

Create new Attio records from new Tally submissions

Details

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Tally + Attio

Make work flow with AI

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

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Tally and Attio 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Tally and Attio to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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
- List
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write

- List
  Required
Action
Write
- Object
  Required
Action
Write

- Note content
  Required
- Deadline
- Assignees
Action
Write
- List
  Required
- Entry ID
  Required
Action
Write
- Task ID
  Required
- Deadline
- Is Completed
- Assignees
Action
Write
- Object
  Required
Action
Search

- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Object
  Required
Action
Write
- Object
  Required
- Parent record ID
  Required
- Title
- Note content
  Required
- Created at
Action
Write
- Storage provider
  Required
- Record type
  Required
- Record ID
  Required
- Folder ID
  Required
- Drive ID
Action
Write
- List
  Required
- Entry ID
  Required
Action
Write
- Object
  Required
- Record ID
  Required
Action
Write
- List
  Required
Action
Search

Learn how to automate Tally on the Zapier blog

Learn how to automate Attio on the Zapier blog

About Tally

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

Learn more

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Integrate @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Tally with Attio to automate your work

How Zapier works

Select a trigger from Tally

Setup an action from Attio

That’s it! You just connected Tally to Attio

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create or update Attio records with every new submission in Tally

Create or update Attio companies from new Tally submissions

Create new Attio records from new Tally submissions

Create or update Attio records with every new submission in Tally

Create or update Attio companies from new Tally submissions

Create new Attio records from new Tally submissions

Make work flow with AI

Connect Tally and Attio to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Tally and Attio to unlock the power of automation

Supported triggers and actions

Learn how to automate Tally on the Zapier blog

Learn how to automate Attio on the Zapier blog

Connect Tally to Attio on the world's largest no-code automation platform

Integrate Tally with Attio to automate your work