QuoteMachine + Tally
Create QuoteMachine organizations from new Tally submissions
Save time and streamline your data management process with this Tally and QuoteMachine integration. Whenever a new submission is made in Tally, this workflow will automatically create an organization in QuoteMachine. Stay organized and focused on your core tasks while efficiently transferring data between these two applications.
Save time and streamline your data management process with this Tally and QuoteMachine integration. Whenever a new submission is made in Tally, this workflow will automatically create an organization in QuoteMachine. Stay organized and focused on your core tasks while efficiently transferring data between these two applications.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create an Organization
Create an organization (contact)
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Select a formRequired
Try ItContact Deleted
Triggers when an contact is deleted.
Try ItInvoice Created
Triggers when an invoice is created (sent or mark as done).
Try ItOrder Created
Triggers when an order is marked as done.
Try It
Contact Created
Triggers when an contact is created.
Try ItContact Updated
Triggers when an contact is updated.
Try ItInvoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Try ItOrder Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Try It
