Avaza + Tally

Create new Avaza contacts from Tally submissions

Effortlessly streamline your contact management process with this Tally to Avaza integration. Whenever a new submission occurs in Tally, a contact will be created in Avaza, saving you time and ensuring accurate information is transferred between the two apps. Enhance your workflow and stay organized by seamlessly combining your form submissions with your project management platform.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Contact
Creates a new Contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- Select a formRequired
Trigger
Instant
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New Company
Triggers when a new contact Company is created.
Trigger
Instant
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New Project
Triggers when a new Project is created.
Trigger
Instant
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- Project TitleRequired
- Company ID
- Company Name
- CurrencyCode
- Project Notes
Action
Write
- Company NameRequired
- Contact EmailRequired
- FirstnameRequired
- LastnameRequired
- Currency Code
- Company Billing Address
- Position Title
- Mobile
- Phone
- Update Existing
Action
Write

Invoice Sent
Triggers when a new Invoice is sent.
Trigger
Instant
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New Contact
Triggered when a new company contact is created.
Trigger
Instant
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New Task
Triggers when a new Task is created.
Trigger
Instant
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- ProjectRequired
- SectionRequired
- Assigned To
- TitleRequired
- Description
- Date Due UTC
- Date Due
Action
Write
- QuantityRequired
- Unit PriceRequired
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Transaction Prefix
- Invoice Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
Action
Write

About Avaza

Avaza is software designed to run your client focused business. It includes modules for project & task management, timesheets, expense reporting, quotes & invoicing.

Learn more