Perfex + Tally Integrations, Built by an AI Agent
Put Perfex + Tally to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Perfex and Tally
See the kind of workflows teams build with Perfex and Tally below — describe the exact one you want above and the Agent builds it on demand.
Convert form responses into CRM contacts
When a prospect submits a new form response in Tally, automatically create or update their contact profile in Perfex.
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Send customer feedback surveys on closed deals
When a deal is marked won in Perfex, automatically add the customer as a respondent in Tally to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in Tally, automatically log the activity under their profile in Perfex so reps see customer sentiment.
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Browse the full workflow library →
Looking to achieve something else with Perfex and Tally?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Perfex and Tally
Everything Perfex and Tally can do inside a workflow — the triggers that start one and the actions that run when it fires.
Perfex Explore Perfex →
Perfex CRM is a self-hosted customer relationship management software tailored for agencies, freelancers, and small businesses.
TriggersTriggers when a new contract created.
Triggers when a new customer is created.
Triggers when a new estimate is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new payment is created.
Creates a TimeSheet in the system
Creates a Contract in the system.
Creates a Customer in the system.
Creates an Invoice in the system.
Creates a Lead in the system.
Creates a Project in the system
Tally Explore Tally →
Tally is a web form builder that allows users to create online forms and surveys using a simple text-like interface.
TriggersTriggers when a new form submission is received.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
123FormBuilder
A versatile web form creation tool that allows users to build custom online forms, surveys, and workflows without coding.
4screens
An interactive content creation platform that lets users build custom surveys, polls, quizzes, and online forms.
AbcSubmit
AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
AdPage
AdPage is a digital marketing platform for building high-converting landing pages, interactive quizzes, and lead generation forms.
Agolix
Agolix is an online assessment and survey creation tool used to generate customized quizzes, tests, and automated reports.
AidaForm
AidaForm is online form builder software used to create web forms, surveys, and order forms.
Aiva
Aiva is a web conversion tool that enables businesses to build interactive website popups, forms, and call-to-action overlays.
Alchemer
An enterprise survey and customer feedback platform for gathering, analyzing, and acting on operational and customer data.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Perfex + Tally
Is there a pre-built Perfex + Tally automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Perfex and Tally's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Perfex or Tally connector?
No. The Agent works whether or not Perfex or Tally already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build 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 Perfex?
Yes, inbound responses from Tally can instantly generate new lead records or deals in Perfex without manual data entry.
Can I send survey invitations based on deal updates in Perfex?
Yes, when a deal is won or updated in Perfex, you can automatically add the contact as a respondent in Tally to collect feedback.