| Active |
|---|
| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Tally modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can watch new responses and list the field descriptions for your Tally account.
To use the Tally modules, you must have a Tally account. You can create an account at tally.so.
Refer to the Tally.so API documentation for a list of available endpoints.
To establish the connection in Boost.space Integrator:
-
Log in to your Boost.space Integrator account, add a Tally modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
Note: If you add a module with an
instanttag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection. -
Optional: In the Connection name field, enter a name for the connection.
-
Optional: Click Show Advanced Settings and enter your custom appCreate your own custom apps to be used in the integrator engine and share them with users in your organization. client credentials. For more information, refer to the Tally OAuth reference documentation.
If requested, use the following Redirect URI when creating your custom app:
https://integrator.boost.space/oauth/cb/tally -
Click Save.
-
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Tally modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Tally ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario.
-
Watch New Responses
Searches
-
List Field Definitions
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
|---|---|
|
This app uses webhooks to triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. a scenario when an event occurs instantly. All webhook modules have an When you create a Tally webhook in Boost.space Integrator, it is attached automatically and requires no additional set up. |