Moskit + Tally

Create new Moskit deals from new Tally submissions

When a new submission rolls into Tally, let this workflow manage the process by instantly creating a deal in Moskit. This effortless automation saves you time by reducing manual data entry and ensures valuable business opportunities are effectively captured and tracked directly in your Moskit CRM. Make your operations efficient, ensuring no new submissions in Tally are overlooked and all business prospects are adequately pursued in Moskit.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Deal
Create a new Deal.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
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New Activity Created
Triggers when a new activity is created.
Trigger
Instant
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Activity Responsible Changed
Triggers when activity responsible is changed.
Trigger
Instant
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New Company Created
Triggers when a new company is created.
Trigger
Instant
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Company Updated
Triggers when a new company is updated.
Trigger
Instant
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Contact Responsible Changed
Triggers when contact responsible is changed.
Trigger
Instant
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New Deal Created
Triggers when a new deal is created.
Trigger
Instant
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Deal Reopened
Triggers when a deal status is open.
Trigger
Instant
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Deal Stage Changed
Triggers when a deal stage is changed.
Trigger
Instant
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Deal Won
Triggers when a deal is won.
Trigger
Instant
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New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Step Changed
Triggers when the step project is changed.
Trigger
Instant
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Project Updated
Triggers when a project is updated.
Trigger
Instant
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Complete Activity
Done activity.
Action
Write
Update Activity
Update a activity.
Action
Write
Add Company Note
Add note in Company.
Action
Write
Update Company
Update a company.
Action
Write
Add Contact Note
Add note in Contact.
Action
Write
Update Contact
Action to update a contact.
Action
Write
Lose Deal
Lost Deal.
Action
Write
Change Deal Responsible
Change responsible of deal.
Action
Write
Update Deal
Update a deal.
Action
Write
Create Product
Create a new Product.
Action
Write
Update Product
Update a product.
Action
Write
Create Project
Create a new Project.
Action
Write
Change Project Responsible
Change responsible of Project.
Action
Write
Unarchive Project
Unarchive a Project.
Action
Write
- Name
- ID
Action
Search
- Email
- Name
- ID
Action
Search
- ID
- Name
- Sku
Action
Search
- Name
- Email
- ID
Action
Search
- Email
- Name
- ID
Action
Search or write
- Name
- ID
Action
Search or write
- Name
- ID
Action
Search or write

Activity Completion Attemp
Triggers when activity is try.
Trigger
Instant
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Activity Completed
Triggers when a new activity is done.
Trigger
Instant
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Activity Updated
Triggers when a new activity is updated.
Trigger
Instant
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Company Responsible Changed
Triggers when company responsible is changed.
Trigger
Instant
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New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
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Deal Lost
Triggers when a deal is lost.
Trigger
Instant
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Deal Responsible Changed
Triggers when a deal responsible is changed.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated.
Trigger
Instant
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Project Archived
Triggers when a project is archived.
Trigger
Instant
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Project Responsible Changed
Triggers when the responsible project is changed.
Trigger
Instant
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Project Unarchived
Triggers when a project is unarchived.
Trigger
Instant
Try It
Create Activity
Create new Activity.
Action
Write
Change Activity Responsible
Change responsible of activity.
Action
Write
Create Company
Creates a new company.
Action
Write
Change Company Responsible
Change responsible of Company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Change Contact Responsible
Change the responsible of Contact.
Action
Write
Create Deal
Create a new Deal.
Action
Write
Add Deal Note
Create note in deal.
Action
Write
Change Deal Stage
Change stage of the Deal.
Action
Write
Won Deal
Won Deal.
Action
Write
Add Product to Deal
Links a new product to a deal.
Action
Write
Archive Project
Archive a Project.
Action
Write
Add Project Note
Add note in Project.
Action
Write
Change Project Step
Change step of project.
Action
Write
Update Project
Update a project.
Action
Write
- Email
- Name
- ID
Action
Search
- Name
- ID
Action
Search
- Name
- ID
Action
Search
- Name
- ID
Action
Search or write
- Email
- Name
- ID
Action
Search or write
- ID
- Name
- Sku
Action
Search or write

About Moskit

Moskit CRM works hard for our customers to achieve new goals and have impactful results with contact management, deals and opportunities. O Moskit CRM trabalha duro para que os clientes conquistem novos objetivos e tenham um resultado de impacto com a gestão de contatos, empresas e oportunidades.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn more

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new Moskit deals from new Tally submissions

Related Zap Templates

Create new Moskit deals from new Tally submissions

Moskit + Tally

Create new Moskit deals from new Tally submissions

New Submission

New Activity Created

Activity Responsible Changed

New Company Created

Company Updated

Contact Responsible Changed

New Deal Created

Deal Reopened

Deal Stage Changed

Deal Won

New Project Created

Project Step Changed

Project Updated

Complete Activity

Update Activity

Add Company Note

Update Company

Add Contact Note

Update Contact

Lose Deal

Change Deal Responsible

Update Deal

Create Product

Update Product

Create Project

Change Project Responsible

Unarchive Project

Search Activity

Search Contact

Search Product

Search User

Search Company

Search Deal

Search Project

Activity Completion Attemp

Activity Completed

Activity Updated

Company Responsible Changed

New Contact Created

Contact Updated

Deal Lost

Deal Responsible Changed

Deal Updated

Project Archived

Project Responsible Changed

Project Unarchived

Create Activity

Change Activity Responsible

Create Company

Change Company Responsible

Create Contact

Change Contact Responsible

Create Deal

Add Deal Note

Change Deal Stage

Won Deal

Add Product to Deal

Archive Project

Add Project Note

Change Project Step

Update Project

Search Company

Search Deal

Search Project

Search Activity

Search Contact

Search Product

About Moskit

Related categories

Similar apps

Zapier Interfaces

About Tally

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates