Axonaut + Tally

Axonaut + Tally integrations

Create new opportunities in Axonaut from new submissions in Tally

Streamline your sales process with this efficient workflow. Whenever you receive a new submission in Tally, a corresponding opportunity is created in Axonaut. This automation eliminates manual data entry, helping you save time and maintain accuracy in tracking your business leads. Take control of your sales process by ensuring every important interaction is captured and transformed into potential opportunities.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Create OpportunityCreates an opportunity
ActionWrite

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More things you can do with Tally and Axonaut

Discover other triggers and actions you can use with Tally and Axonaut

- Select a form
  Required
Trigger
Instant
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New Closed Ticket
Triggers when a ticket is closed.
Trigger
Polling
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New Contract
Triggers when a new contract is created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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- Opportunities status
  Required
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Company name
  Required
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee email
  Required
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event content
  Required
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee email
  Required
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- Name
  Required
- Price
  Required
- Tax rate
- Quantity
  Required
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amount
  Required
- Opportunity comment
- Opportunity pipe
  Required
- Opportunity step
  Required
- Business manager email
  Required
- Opportunity probability
  Required
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company Name
  Required
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier name
  Required
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense ID
  Required
Action
Write
- Company id
  Required
Action
Search
- Quotation ID
  Required
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company name
  Required
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee email
  Required
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write

New Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Polling
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New Company
Triggers when a new company is created.
Trigger
Polling
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New Employee
Triggers when a new employee is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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- Quotation status
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Polling
Try It
- Company ID
  Required
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amount
  Required
Action
Write
- Invoice Id
  Required
- Invoice Nature
  Required
- Payment amount
  Required
- Payment Date
  Required
- Payment Reference
Action
Write
- Product name
  Required
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company Id
  Required
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket title
  Required
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product Id
  Required
Action
Write
- Contract ID
  Required
Action
Search
- Supplier Id
  Required
Action
Search
- Employee email
- Employee phone
Action
Search

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

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CRM (Customer Relationship Management)

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About Tally

The simplest way to create beautiful forms and surveys, for free.