Holded + Tally
Create new Holded contacts from new Tally submissions
Streamline your contact management process with this automation between Tally and Holded. This workflow kicks into action whenever a new submission is made in Tally, creating a new contact in Holded. It simplifies your work, eliminating the need for manual data entry and ensuring your Holded account is always up-to-date with Tally. Benefit from a seamless data flow and save valuable time in your day.
Streamline your contact management process with this automation between Tally and Holded. This workflow kicks into action whenever a new submission is made in Tally, creating a new contact in Holded. It simplifies your work, eliminating the need for manual data entry and ensuring your Holded account is always up-to-date with Tally. Benefit from a seamless data flow and save valuable time in your day.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create Contact
Creates a Contact in Holded
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Select a formRequired
Try ItNew Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try It
New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
