Skip to content
Log inSign up

Connect Tally and MaintainX to power AI-driven automation

  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
Choose a Trigger
Choose an Action
Get started free
Integrate for free
Google Logo Start with Google for free

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 MaintainX - no code necessary. See how you can get setup in minutes.

100%
Help
Tally logo
Tally
Tally logo
Tally
1. Choose trigger event
MaintainX logo
MaintainX
MaintainX logo
MaintainX
2. Choose action
Tally logo
1. Select the event
Setup
Test
Tally logo
Tally
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Tally.

Add your action

An action happens after the trigger—such as "Add Existing Categories to a Work Order" in MaintainX.

You’re connected!

Zapier seamlessly connects Tally and MaintainX, automating your workflow.

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
  • MaintainX triggers, actions, and search
    New Work Order

    Triggers when a new work order is created.

    Trigger
    Instant
    Try It
    • work order
      Required
    • Choose Existing Categories To Add
      Required
    Action
    Write
    • work order
      Required
    • Content
      Required
    Action
    Write
    • One of Categories
    • Show costs on Work Order event
    • Show Time entries on Work Order event
    Trigger
    Instant
    Try It
    • One of Statuses
    • Show costs on Work Order event
    • Show Time entries on Work Order event
    Trigger
    Instant
    Try It
    • Conversation
      Required
    • Content
      Required
    Action
    Write
    • Title
      Required
    • Description
    • Priority
    • due date
    • start date
    • users
    • teams
    • procedure template
    • location
    • asset
    • categories
    Action
    Write

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

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

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

Connect Tally and MaintainX 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.

Learn how to automate Tally on the Zapier blog

Make work flow with AI

Level up your Tally to MaintainX 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.
tally logo
tally logo
About Tally
The simplest way to create beautiful forms and surveys, for free.
Learn moreLearn moreHelpHelp
Related categories
Forms & Surveys
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
maintainx logo
maintainx logo
About MaintainX
MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.
Learn moreLearn moreHelpHelp
Related categories
Task Management

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

Google Logo Sign up with Google