Popular automations
What you can automate with Plutio + Tally
When someone fills out a Tally form, Zapier receives the submission and runs your chosen action in Plutio. You can create contacts, tasks, or projects from a single form submission. Below are the workflows freelancers and agencies build most often with Plutio and Tally.
Create contacts from lead capture forms
Every submission from a Tally contact form or lead capture page creates a new person in Plutio with their name, email, phone number, and any other fields you mapped. The contact shows up in Plutio within a few seconds.
Build tasks from client intake forms
If you use Tally for project intake (collecting scope, timeline, budget, and requirements), each submission can create a task in Plutio. The task title, description, and due date pull directly from the form fields, so your team sees exactly what the client needs without anyone retyping the information.
Start projects from service request forms
When a client fills out a service request or order form in Tally, the integration can create a new project in Plutio with the client name, service type, and project details attached. Your team can start working the minute the form lands.
Route submissions by form type
If you have separate Tally forms for different services (one for web design, one for copywriting, one for consulting), you set up a separate Zap for each. A web design inquiry goes to one task board, a copywriting request goes to another, and a consulting lead gets assigned to the right person. Each submission lands where it belongs without manual sorting.
Track lead sources across your website
Because each Zap connects to a specific Tally form, you can see which form generated which contacts in Plutio. Running forms on different landing pages gives you a way to measure which pages bring in the most clients.
Trigger follow-up tasks alongside new contacts
You can chain multiple Plutio actions in a single Zap. One Tally submission can create a contact, add a follow-up task assigned to you with a due date, and log the submission details in a project note. All three run back to back from a single form submission.
How do I turn Tally submissions into Plutio contacts?
Set up a Zap with Tally's "New Submission" trigger and Plutio's "Create Person" action. Every time someone submits your Tally form, a new contact appears in Plutio with the fields you picked.
Tally sends submissions the moment they happen, so there's no waiting. As soon as someone completes your form, the data is already moving to Plutio. You pick which Tally form triggers the Zap, and Zapier shows you every field from that form so you can map them to Plutio properties.
On the Plutio side, the "Create Person" action lets you fill in the contact's name, email, phone, company, and custom fields. If the form collects a project description or budget range, you can store that in a note attached to the contact.
Tally sends every field from the form, including hidden fields and calculated values from conditional logic. If a field was hidden because the respondent took a different branch, Zapier leaves that field empty rather than inserting placeholder data. Your Plutio records stay clean.
What gets synced
- Name and email mapped from Tally fields to Plutio contact properties
- Phone and company if your form collects them
- Custom field values like budget, service type, or project timeline
- Submission timestamp so you know when the form was filled out
- Form name stored as a tag so you can track which form generated the contact
How do I create projects from Tally intake forms?
Use Tally's "New Submission" trigger with Plutio's "Create Task" or "Create Task Board" action. Each intake form response becomes a project or task in Plutio with the scope, timeline, and client details already filled in.
Tally intake forms work best when they collect structured information: project name, deadline, budget, and a description of what the client wants. Tally's conditional logic lets you branch the form based on service type, so a design client sees different questions than a consulting client.
For detailed intake forms (5 or more fields about the project), use the "Create Task Board" action to generate a full project. For simpler forms that capture basic requirements, the "Create Task" action adds the submission as a task inside an existing board.
You can combine the "Create Person" and "Create Task Board" actions in a multi-step Zap. Step 1 creates the contact, step 2 creates the project, and both are linked together. Both are linked from the start.
Mapping form fields to project details
- Project name pulled from the form's title or service type field
- Description pulled from the form's project details or scope field
- Due date mapped from the form's deadline or target date field
- Budget and notes stored in the project's custom fields or description
How do I connect Plutio to Tally?
The connection runs through Zapier. You pick Tally as the trigger, Plutio as the action, map your form fields, and turn the Zap on. The whole setup takes about 5 minutes.
Before you start, make sure you have a Tally account (free plan includes Zapier access), a Zapier account (free plan covers single-step Zaps), and a Plutio account (the trial gives you full access). You also need at least one published Tally form with a test submission so Zapier can pull sample data during setup.
Step by step
- Step 1: Log into Zapier and click "Create a Zap"
- Step 2: Search for Tally and select the "New Submission" trigger. Connect your Tally account when Zapier asks for authorization.
- Step 3: Pick the specific Tally form you want to connect and pull a test submission so Zapier can see all the field names.
- Step 4: Search for Plutio as the action app and choose your action: "Create Person" for contacts, "Create Task" for tasks, or "Create Task Board" for full projects.
- Step 5: Connect your Plutio account, map each form field to the matching Plutio field, test the Zap, and turn it on.
Start with one form and one action. Once you've confirmed that contacts show up correctly in Plutio, add more Zaps for other forms or chain additional actions onto the same Zap.
How much does Plutio + Tally + Zapier cost?
You can run the full integration for as little as $19 per month. Tally's free plan includes unlimited forms and unlimited submissions. Zapier's free plan supports 100 tasks per month. The only paid component is Plutio after the 14-day trial.
Tally pricing
Tally's free plan covers unlimited forms and submissions, conditional logic, calculations, and file uploads. Payment collection runs through Stripe with a 5% commission, and the Zapier integration comes with the free plan. The Pro plan at $24 per month (or roughly $20 per month billed annually) removes Tally branding, adds custom domains, team workspaces, partial submission tracking, and custom CSS. Most freelancers running lead capture forms do not need Pro.
Zapier pricing
Zapier's free plan includes 100 tasks per month and supports two-step Zaps (one trigger, one action). If you need multi-step Zaps (for example, creating a contact and a task from the same submission), the Starter plan costs $29.99 per month and includes 750 tasks. Tally is not a premium Zapier app, so you don't need a paid Zapier plan just to use this trigger.
Plutio pricing
Plutio's Core plan starts at $19 per month and includes CRM, projects, tasks, invoicing, contracts, and proposals. The Pro plan at $49 per month adds time tracking, client portals, and custom automations. Both plans support the Zapier integration. Plutio also offers a 14-day free trial with full access to every feature.
Bottom line: Tally (free) + Zapier Free + Plutio trial = $0 to test. After the trial, Tally (free) + Zapier Free + Plutio Core ($19/month) = $19 per month for the full stack. Tally's unlimited free plan keeps the total lower than most form-to-contact-list setups.
What if my Tally sync breaks?
Check your Zapier task history first. Every Zap run shows up in the history tab with a status (success, error, or filtered). If a submission didn't reach Plutio, the error message tells you which step failed and why.
Most failures come from an expired login, a changed form structure, or hitting Zapier's monthly task limit. Here's how to fix the most common issues.
Common issues and fixes
- Expired Tally authorization: If you changed your Tally password or revoked API access, the Zapier connection breaks. Open the Zap, click the Tally step, and reconnect your account.
- Form structure changed: If you added, removed, or renamed fields in your Tally form, the field mapping in Zapier may point to the wrong data. Re-select your form in the Zap and re-map the fields.
- Task limit reached: On Zapier's free plan, you get 100 tasks per month. Once you hit the limit, Zaps pause until the next billing cycle. Upgrade to a paid plan or reduce the number of active Zaps.
- Duplicate contacts: If the same person submits your form twice, Zapier creates two contacts in Plutio. Add a Zapier "Filter" step to check if the email already exists before creating a new person.
Disconnecting the Zap doesn't delete any data already in Plutio. Contacts, tasks, and projects stay exactly where they are. You can reconnect anytime by turning the Zap back on.
