CRM & Contacts

When a new form submission is received in Tally, create a new customer in SuiteDash

Every Tally form submission creates a new SuiteDash contact, so your client portal and CRM stay populated with fresh leads automatically.

Tally

SuiteDash

~5 min setup used by 2.1k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Tally → SuiteDash

2 steps

TRIGGER

Tally · New Submission

The workflow starts automatically when a new form submission is received in Tally. FlowMattic captures that data for the steps below.

ACTION

SuiteDash · Create Contact

SuiteDash — creates a new contact. Data is mapped from earlier steps; connect your SuiteDash account on import.

Why this workflow

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

Other ready-to-import automations from the FlowMattic library.