Convert form responses into CRM contacts
When a prospect submits a new form response in Tally, automatically create or update their contact profile in onOffice enterprise.
See all onOffice enterprise + Tally integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
onOffice enterprise Explore onOffice enterprise →
TriggersFires when a new contact or lead is added to onOffice enterprise.
Fires when a field on a contact changes in onOffice enterprise.
Fires when a deal, case or record moves to a new stage in onOffice enterprise.
Fires when a deal is marked won in onOffice enterprise.
Creates or updates a contact in onOffice enterprise.
Creates a new deal in onOffice enterprise.
Moves a deal or record to a new stage in onOffice enterprise.
Logs a call, email, or note against a record in onOffice enterprise.
Tally Explore Tally →
TriggersFires when a form is submitted in Tally.
Fires when a respondent finishes a survey in Tally.
Fires when an existing response is edited in Tally.
Creates or updates a form or survey in Tally.
Looks up a specific form response in Tally.
Adds a respondent or contact to a form in Tally.
More onOffice enterprise + Tally workflows
Send customer feedback surveys on closed deals
When a deal is marked won in onOffice enterprise, automatically add the customer as a respondent in Tally to gather post-sale feedback.
See details
Log survey feedback directly to CRM activity logs
When a customer completes a survey in Tally, automatically log the activity under their profile in onOffice enterprise so reps see customer sentiment.
See details
See all onOffice enterprise + Tally integrations → · Browse the full workflow library →
Common questions
Can Knit build “Convert form responses into CRM contacts” between onOffice enterprise and Tally?
Yes — describe it in the box above and Knit's Integrations Agent researches onOffice enterprise and Tally's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can form submissions automatically create deals in onOffice enterprise?
Yes, inbound responses from Tally can instantly generate new lead records or deals in onOffice enterprise without manual data entry.
Can I send survey invitations based on deal updates in onOffice enterprise?
Yes, when a deal is won or updated in onOffice enterprise, you can automatically add the contact as a respondent in Tally to collect feedback.