Attio + Tally

Create or update Attio companies from new Tally submissions

Effortlessly manage new submissions from Tally with this Attio integration. When a submission is received in Tally, this workflow will find or create a company in Attio, ensuring your CRM stays up-to-date. Save time and streamline your data capturing process with this seamless automation.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
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Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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- ListRequired
Action
Write

- ListRequired
Action
Write
- ObjectRequired
Action
Write

- ContentRequired
- Deadline
- Assignees
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- Task IDRequired
- Deadline
- Is Completed
- Assignees
Action
Write
- ObjectRequired
Action
Search

- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- ObjectRequired
Action
Write
- ObjectRequired
- Parent record IDRequired
- Note titleRequired
- Note contentRequired
- Created at
Action
Write
- Storage providerRequired
- Record typeRequired
- Record IDRequired
- Folder IDRequired
- Drive ID
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- ObjectRequired
- Record IDRequired
Action
Write
- ListRequired
Action
Search