Tally + umsatz.io

Create umsatz.io contacts from new Tally submissions

Effortlessly manage your contacts with this Tally and umsatz.io integration. Whenever a new submission is received in Tally, this workflow will create a contact in your umsatz.io account, ensuring your contact list stays up-to-date without any manual effort. Stay organized, save time, and optimize your customer relationship management process with this seamless automation.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact in the system.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
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Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
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New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
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New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
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Create Contact
Creates a new contact in the system.
Action
Write

Update Contact
Updates a contact based on contactId.
Action
Write
Find Contact by Email
Finds a Contact by their email address.
Action
Search

Find Deals by Email
Find Deals by their related email address.
Action
Search
Find Contact by Search
Finds Contacts by search text.
Action
Search

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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New Activity
Triggers when a user tracks a new call in the app.
Trigger
Instant
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New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
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Deal Stage Changed
Triggers when a Deal Stage has been changed.
Trigger
Instant
Try It
Create Deal
Creates a new deal in the system.
Action
Write
Update Deal
Updates deal in the system based on deal id.
Action
Write
Find Contact by Id
Finds a Contact by their Id.
Action
Search
Find Deal by Id
Finds a Deal by their Id.
Action
Search
Find or Create Contact by Email
Find a Contact by email. If one is not found, create one.
Action
Search or write