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Tally + Cling Integrations

How to connect Tally + Cling

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Supported triggers and actions

What does this mean?
  • Cling triggers, actions, and search

    Document Accepted

    Triggers when a document changes status to accepted.

    Trigger
    Instant
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  • Cling triggers, actions, and search

    Document Expired

    Triggers when a document changes status to expired.

    Trigger
    Instant
    Try It
  • Cling triggers, actions, and search

    Document Viewed

    Triggers when a client views the document for the first time.

    Trigger
    Instant
    Try It
    • Client type

      Specify if your new client is a individual or a company

    • Client nameRequired

      Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"

    • Client socialSecurityNumber / organisationNumber

      Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company

    • Client reference

      If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"

    • Client email

      Specify a default client email, example "john@domain.com"

    • Client cellphone

      Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.

      Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567

    • Client cellphone region

      Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden

    • Client street

      Street of the client, example "Vasagatan 3"

    • Client zip

      Zip of the client, example "11152"

    • Client city

      City of the client, example "Stockholm"

    • Client reverse VAT

      Specify if the client uses reverse VAT as default

    • Client note

      Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)

    Action
    Write

How Tally + Cling Integrations Work

  1. Step 1: Authenticate Tally and Cling.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About Tally

The simplest way to create beautiful forms & surveys, for free.
Learn more

Related categories

  • Forms & Surveys
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cling logo

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Get started for free

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