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Salesforce + Tally Integrations

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Connect Salesforce to Tally
Example screenshots
Example workflows
Triggers and actions
Salesforce + your other apps
Tally + your other apps
Related blog posts
FAQ

Salesforce + Tally integrations: unlimited possibilities

Tally > Salesforce

Trigger

Last triggered

New form submission

Create record

Overview

Connect Salesforce to Tally in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Tally, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Tally, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Tally integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use Relay.app's Tally integrations to trigger actions across your apps

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Tally integrations to trigger actions across your apps

Example Salesforce + Tally workflows

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Automatically create record in Salesforce for each new form submission in Tally

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Update record automatically in Salesforce for each new form submission in Tally

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Attach file to record automatically in Salesforce for each new form submission in Tally

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Automatically find record(s) in Salesforce for each new form submission in Tally

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Create or update record automatically in Salesforce for each new form submission in Tally

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Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Tally Actions

No Tally actions yet

Request an action

Tally Triggers

Form

assignment

New form submission

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Create your own Tally + Salesforce integration

Select a trigger in Tally

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect Tally to your other apps

See all blog posts ➔

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FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Tally with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or Tally to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Tally to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Tally?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Tally that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Tally—give it a try and let us know what you think.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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