Omnify + Tally
Create new Omnify clients from Tally submissions
Easily streamline your client onboarding process with this Tally and Omnify integration. When you receive a new submission in the Tally app, this automation will create a client in the Omnify app, saving you time and ensuring all your client information is accurately transferred from one app to another. Keep your client database up-to-date and focus on more important tasks without manual data entry.
Easily streamline your client onboarding process with this Tally and Omnify integration. When you receive a new submission in the Tally app, this automation will create a client in the Omnify app, saving you time and ensuring all your client information is accurately transferred from one app to another. Keep your client database up-to-date and focus on more important tasks without manual data entry.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Client
Polling API trigger, for fetching new customers added to User's business.
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