Integrate the Tally API with the Salesforce API

Setup the Tally API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Tally and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Tally with Salesforce#

Add Contact to Campaign with Salesforce API on New Response (Instant) from Tally API

Tally + Salesforce

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Add Lead to Campaign with Salesforce API on New Response (Instant) from Tally API

Tally + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Response from Tally API

Tally + Salesforce

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Create Account with Salesforce API on New Response (Instant) from Tally API

Tally + Salesforce

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Create Attachment with Salesforce API on New Response (Instant) from Tally API

Tally + Salesforce

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Popular Tally and Salesforce Triggers#

New Response (Instant) from the Tally API

Emit new event on each form message. See the documentation

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Tally and Salesforce Actions#

Get Form Fields with the Tally API

Get the fields of a form. See docs here

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Get Forms with the Tally API

Get a list of forms. See docs here

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Get Responses with the Tally API

Get a list of responses. See docs here

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Overview of Tally#

The Tally API offers a suite of automation capabilities for Tally, a form-building platform that allows users to create forms without needing to code. Leveraging this API within Pipedream can supercharge your data collection and processing. With Pipedream, you can react to form submissions in real-time, sync data to other services, and customize your workflows to suit various use cases including data analysis, lead capture, and feedback management.

Connect Tally#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    tally: {
      type: "app",
      app: "tally",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.tally.so/me`,
      headers: {
        Authorization: `Bearer ${this.tally.$auth.oauth_access_token}`,
        "Accept": `application/json`,
      },
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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