Create or update Ezus projects for each new Tally submission
Manage your projects effectively with this seamless connection between Tally and Ezus. Whenever a new submission is made in Tally, this automation immediately updates or creates a project in Ezus. This efficient workflow eliminates the need for manually transferring data between the two apps, saving you time and avoiding duplication. Keep your project information up-to-date effortlessly.
Manage your projects effectively with this seamless connection between Tally and Ezus. Whenever a new submission is made in Tally, this automation immediately updates or creates a project in Ezus. This efficient workflow eliminates the need for manually transferring data between the two apps, saving you time and avoiding duplication. Keep your project information up-to-date effortlessly.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create or Update Project
Updates a project record if the provided reference does match one of the project references in your account, otherwise it creates a new project record with the provided reference (or with a random one if no reference is provided).
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Select a formRequired
Try ItClient Is Updated
Triggers when a client is updated
Try ItNew Supplier Invoice
Triggers when a file is added to a supplier invoice.
Try ItProject Is Updated
Triggers when a project is updated. This event is triggered only by specific fields within projects, including: info_title, info_stage, info_notes, info_number, currency, sales_manager, and projects_manager.
Try It
New Client
Triggers when a new client is created.
Try ItInvoice Is Finalised
Triggers when an invoice is finalized (its stage goes from draft to completed).
Try ItNew Project Created
Triggers when the project created event is created.
Try ItReference
Name of clientRequired
Website
Contact
Address
Custom Fields
Type