VaultRE Tally

VaultRE + Tally Integrations, Built by an AI Agent

Put VaultRE + Tally to work with AI and enterprise-grade automation

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See the kind of workflows teams build with VaultRE 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 VaultRE. See details
Send customer feedback surveys on closed deals When a deal is marked won in VaultRE, 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 VaultRE so reps see customer sentiment. See details

Browse the full workflow library →

Looking to achieve something else with VaultRE and Tally?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for VaultRE and Tally

Everything VaultRE and Tally can do inside a workflow — the triggers that start one and the actions that run when it fires.

VaultRE Explore VaultRE →

VaultRE is a real estate relationship management platform designed for property agents to track contacts, listings, and sales pipelines.

Triggers
New Property Listing (Sales)

Triggers when a property's status changes to a listing.

Actions
Create Enquiry in Holding Area

Creates a contact in the Enquiry/Holding Area

Tally Explore Tally →

Tally is a web form builder that allows users to create online forms and surveys using a simple text-like interface.

Triggers
New Submission

Triggers when a new form submission is received.

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Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about VaultRE + Tally

Is there a pre-built VaultRE + Tally automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches VaultRE and Tally's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built VaultRE or Tally connector?

No. The Agent works whether or not VaultRE 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 VaultRE?

Yes, inbound responses from Tally can instantly generate new lead records or deals in VaultRE without manual data entry.

Can I send survey invitations based on deal updates in VaultRE?

Yes, when a deal is won or updated in VaultRE, you can automatically add the contact as a respondent in Tally to collect feedback.

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