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    Mertago
    Tally.so
    CRM & ERP systems

    Mertago and Tally.so integration

    Build smart, no-code workflows with Mertago and Tally.so using triggers, actions, and AI logic—automate any process in minutes.

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    Efficient transaction management = lower costs

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    Move your historical data in just a few clicks

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    Talk to support that actually helps—fast

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for Tally.so and Mertago integration

    In Mertago and Tally.so integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 8

    Mertago integration

    Create order

    Triggers

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    Mertago integration

    Create proposal to supplier

    Triggers

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    Tally.so integration

    New Lead

    Triggers

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    Actions 15

    Mertago integration

    Create order

    Actions

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    Mertago integration

    Update company (supplier)

    Actions

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    What users say about Albato

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    Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

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    A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

    Rida Z.
    Rida Z.
    G2 reviews

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.
    David K.
    G2 reviews

    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

    Keith T.
    Keith T.
    G2 reviews

    How to Connect Mertago to Tally.so

    Create powerful Mertago integration with Tally.so in just a few simple steps.

    STEP 1

    Connect Mertago to Tally.so

    Log in to Albato, select Mertago and Tally.so, and follow the quick setup steps—no coding required. Integrate Mertago with Tally.so with just a few clicks!

    ShopifyFacebookMertago integrationMertago integrationSlackClickup
    STEP 2

    Build a workflow for your Mertago and Tally.so integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Mertago integrationArrow

    Trigger

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    Tally.so integrationCheck

    Actions

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    STEP 3

    Map your data

    Pick the fields you want to transfer between Mertago and Tally.so. Customize the data flow to match your process.

    Check

    Synс data

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    Synс data

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    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Mertago + Tally.so integration and access all premium features.

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    How does the integration with Mertago and Tally.so works in Albato?

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    Tally.so integration with Mertago

    Mertago integrations

    Mertago

    Categories

    • CRM & ERP systems

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    Tally.so

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    Learn how to connect Tally.so to Mertago

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    Frequently asked questions about Mertago and Tally.so Integration

    Why is Albato the best alternative to Zapier for integrating Mertago and Tally.so?

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    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Mertago and Tally.so. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Mertago and Tally.so, Albato is the way to go!

    Does Mertago integrate with Tally.so on the free plan?

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    Yes, you can integrate Mertago with Tally.so using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Tally.so and Mertago integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Mertago Tally.so integration at no cost.

    How to connect Tally.so to Mertago for scheduled syncs?

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    To sync Tally.so with Mertago on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Mertago integration with Tally.so seamless and tailored to your specific needs.

    Does Mertago integrate with Tally.so in real time?

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    Yes, Mertago integrates with Tally.so in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Mertago integration with Tally.so instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Mertago and Tally.so integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Tally.so integration with Mertago, ensuring your workflows operate according to your requirements.

    How to connect Mertago to Tally.so?

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    Setting up an integration between Mertago and Tally.so on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Mertago and Tally.so from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Mertago (the trigger) that will cause an action in Tally.so, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Mertago and Tally.so, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Mertago and Tally.so, automating your workflows and saving you time.

    How to connect Mertago to Tally.so to sync historical data?

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    To sync Mertago with Tally.so and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Tally.so integration with Mertago, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Tally.so to Mertago for two-way synchronization?

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    To integrate Tally.so with Mertago for two-way synchronization, Albato uses a system of triggers and actions. You can link Mertago to Tally.so by setting up two separate automations. The first automation sent data from Mertago to Tally.so. For instance, when a record is created or updated in Mertago, the automation ensures the changes are reflected in Tally.so. The second automation works in reverse, updating Mertago when changes occur in Tally.so.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Tally.so Mertago integration and keeps your data consistent across both platforms.

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