Tally + WIZniche
Add new Tally submissions as customers in WIZniche
Effortlessly keep your customer information up to date with this seamless Tally to WIZniche workflow. Whenever you receive a new submission in Tally, this automation will create a customer in WIZniche, ensuring your database stays current and organized. Say goodbye to manual data entry and focus on growing your business.
Effortlessly keep your customer information up to date with this seamless Tally to WIZniche workflow. Whenever you receive a new submission in Tally, this automation will create a customer in WIZniche, ensuring your database stays current and organized. Say goodbye to manual data entry and focus on growing your business.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
Select a formRequired
Try ItEmail
First Name
Last Name
Phone Number
Street
Unit
City
State
Zipcode
Customer Type
Address
City
State
Zip
Year Built
Foundation Type
Floor Plan
Basement Type
Building Type
Facility
Email
Service Name
Date
First Name
Last Name
Customer Type
Street
Unit
City
Zipcode
State
Phone Number
Year Built
Foundation Type
Basement Type
Floor Plan
Building Type
Facility
Deal NameRequired
Customer NameRequired
Customer EmailRequired
Customer TypeRequired
Deal EmailRequired
Deal Phone
Service AddressRequired
Employee Email
StatusRequired
StageRequired
Opportunity ValueRequired
Via (opportunity source)Required
Description
Closing Date
