Plutio + Tally

Add new Tally submissions as Plutio persons

Effortlessly manage new submissions from your Tally forms by adding them as contacts in your Plutio CRM with this streamlined workflow. Upon receiving a new submission in the Tally app, this automation will create a new person in the Plutio app, ensuring your contact list stays up-to-date. Save time by eliminating manual data entry and keep your focus on growing your business.

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

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Supported triggers and actions

What does this mean?

- Select a formRequired
Trigger
Instant
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New Form
Triggers when a new form is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
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New Project
Triggers when a new Project is created.
Trigger
Scheduled
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- ProjectRequired
Trigger
Scheduled
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- Entity TypeRequired
Trigger
Scheduled
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- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write

- Entity Type
- Project NameRequired
- Template Name
Action
Write
- ProjectRequired
- Task Board TitleRequired
Action
Write
- BlockRequired
Action
Write
- PersonRequired
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task PositionRequired
Action
Write
- PersonRequired
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity TypeRequired
- EntityRequired
Action
Search

- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Trigger
Scheduled
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- FormRequired
Trigger
Scheduled
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New Person
Triggers when a new person is created.
Trigger
Scheduled
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- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Task BoardRequired
Trigger
Scheduled
Try It
- Entity TypeRequired
- EntityRequired
- TypeRequired
Action
Write
- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- ProjectRequired
- Task BoardRequired
- Task Group TitleRequired
Action
Write
- Invoice
Action
Write
- Person Object IDRequired
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
Action
Search

About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.