Zoho CRM and Tally

Zoho CRM

Triggers

• New leadRuns for each new lead in Zoho CRM, from a web form, an import, a person or another app. Leads already there when the workflow is turned on don't start it.
• New contactRuns for each new contact in Zoho CRM, including one made by converting a lead. Contacts already there when the workflow is turned on don't start it.
• New dealRuns for each new deal in Zoho CRM, in any pipeline. Deals already there when the workflow is turned on don't start it.
• Record updatedRuns each time a lead, contact, account, deal or task in Zoho CRM is changed, with the record as it is now. A new record that hasn't been changed since doesn't start it. Changes made before the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

• Create leadCreate a lead. Only the last name is required; Zoho fills the rest of the layout with whatever you supply.
• Update leadUpdate fields on an existing lead. Supply the lead id and at least one field to change.
• Delete leadDelete a lead. Zoho moves it to the recycle bin, where it can be restored for 60 days.
• Convert leadConvert a lead into a contact and account, optionally creating a deal. Zoho requires the deal name, closing date, stage and pipeline whenever a deal is created.
• Create contactCreate a contact, optionally linked to an existing account. Only the last name is required.
• Update contactUpdate fields on an existing contact. Supply the contact id and at least one field to change.

Tally

Triggers

• New submissionRuns for each new submission to a Tally form, with its answers by question. Submissions left partway through, and ones already there when the workflow is turned on, don't start it.

Actions

• List formsList the forms in your Tally account.
• Get formLook up a form's name by ID.
• List submissionsList the submissions received for a form.
• Get a submissionGet one submission to a Tally form, with each answer labelled by its question.