Tally

Tally

Receive form submissions from Tally forms

Tally currently provides 1 trigger that can start a workflow and 1 action a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

Marketing1 trigger1 action

Triggers

(1)

New Submission

Triggers when a form receives a new submission

Actions

(1)

Custom API Call

Make a custom API call to a specific endpoint

What can you automate with Tally and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Tally activity into Coherence

Start from a supported Tally event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New Submission

Finishes with

Create or update a Coherence record

Act in Tally from a Coherence workflow

Use a change in Coherence to run a supported Tally action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Custom API Call

Connect Tally to the wider customer workflow

Combine Tally with another integration and Coherence records to connect campaign activity to the records and follow-up it should influence.

Starts with

New Submission

Finishes with

Custom API Call, then preserve the outcome in Coherence

How to connect Tally

The exact authentication fields depend on Tally. The workflow structure stays straightforward:

1

Connect the account

Authorize the Tally account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Tally integration questions

What can I automate with the Tally integration?

Tally currently provides 1 trigger that can start a workflow and 1 action a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

How many Tally triggers and actions are available?

Tally currently lists 1 trigger and 1 action in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Tally connect to other apps through Coherence?

Yes. A workflow can combine supported Tally triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Tally?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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