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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Tally.

Add your action

An action happens after the trigger—such as "Add Lead to Campaign" in SalesCloser AI.

You’re connected!

Zapier seamlessly connects Tally and SalesCloser AI, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Select a form
  Required
Trigger
Instant
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Booking Scheduled
Triggers when a new booking is scheduled.
Trigger
Instant
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Demo Call Completed
Triggers when a new demo call is completed.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
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- First_name
- Last_name
- Email
- Phone_number
  Required
- Business_name
- Website_url
Action
Write

Audio Transcript Ready
Triggers when the audio transcript of a demo is available.
Trigger
Instant
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Call Recording Generated
Triggers when a new call recording (Twilio or Zoom) is available.
Trigger
Instant
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Call Step Completed
Triggers when an agent completes a step in the call.
Trigger
Instant
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Lead Status Updated
Triggers when a lead status is updated.
Trigger
Instant
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Demo Call Started
Triggers when a new demo call is started.
Trigger
Instant
Try It
- Call_schedule
  Required
- First_name
- Last_name
- Email
- Phone_number
  Required
- Business_name
- Website_url
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Tally and SalesCloser AI to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Tally on the Zapier blog

Make work flow with AI

Level up your Tally to SalesCloser AI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Tally

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

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SalesCloser AI

SalesCloser AI is a platform to automate the sales process with AI-driven demos and discovery calls, managing the entire journey from discovery to closing.

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