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    Planfix
    Tally.so
    CRM & ERP systems

    Planfix and Tally.so integration

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

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    Move your historical data in just a few clicks

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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 Planfix integration

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

    Triggers 1

    Tally.so integration

    New Lead

    Triggers

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    Actions 3

    Planfix integration

    New Contact

    Actions

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    Planfix integration

    New Task

    Actions

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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.

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    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.

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    How to Connect Planfix to Tally.so

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

    STEP 1

    Connect Planfix to Tally.so

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

    ShopifyFacebookPlanfix integrationPlanfix integrationSlackClickup
    STEP 2

    Build a workflow for your Planfix 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.

    Planfix 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 Planfix and Tally.so. Customize the data flow to match your process.

    Check

    Synс data

    Check

    Synс data

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    Synс data

    Launch your integration!

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

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

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    Tally.so integration with Planfix

    Planfix integrations

    Planfix

    Categories

    • CRM & ERP systems

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    Tally.so integrations

    Tally.so

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    • Forms, Surveys & Quiz

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    Learn how to connect Tally.so to Planfix

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    Frequently asked questions about Planfix and Tally.so Integration

    Why is Albato the best alternative to Zapier for integrating Planfix 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 Planfix 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 Planfix and Tally.so, Albato is the way to go!

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

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    Yes, you can integrate Planfix 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 Planfix integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Planfix Tally.so integration at no cost.

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

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    To sync Tally.so with Planfix 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 Planfix integration with Tally.so seamless and tailored to your specific needs.

    Does Planfix integrate with Tally.so in real time?

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    Yes, Planfix 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 Planfix 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 Planfix 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 Planfix, ensuring your workflows operate according to your requirements.

    How to connect Planfix to Tally.so?

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    Setting up an integration between Planfix 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 Planfix and Tally.so from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Planfix (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 Planfix and Tally.so, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Planfix and Tally.so, automating your workflows and saving you time.

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

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    To sync Planfix 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 Planfix, 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 Planfix for two-way synchronization?

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    To integrate Tally.so with Planfix for two-way synchronization, Albato uses a system of triggers and actions. You can link Planfix to Tally.so by setting up two separate automations. The first automation sent data from Planfix to Tally.so. For instance, when a record is created or updated in Planfix, the automation ensures the changes are reflected in Tally.so. The second automation works in reverse, updating Planfix 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 Planfix integration and keeps your data consistent across both platforms.

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