ApiX-Drive is a no-code automation platform, offering an alternative to Zapier and Make. The ApiX-Drive integration allows you to connect Tally with over 150 popular apps, including CRMs, messengers, task managers, and more.
The ApiX-Drive integration is available for free to all Tally users.
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F02b80caa-4ea2-4e5d-94a8-87739a8fcd2d%2FGroup_207.png?table=block&id=190bcf50-3e2a-4b48-9f09-2183a2fe392a&cache=v2)
How it works
ApiX-Drive offers a simple integration setup without any coding knowledge required. The platform connects Tally as a data source and loads information from submitted forms. Then, you can select which app to send the data to and what actions you want to execute. You can get started with a free ApiX-Drive account.
Connect to ApiX-Drive
Create a new ApiX-Drive account or log in if you already have one. Once logged in, click on the
Create connection
button in your dashboard.![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2Fc32af09c-2465-48f9-b0ca-9b4cc46e96fb%2FApix-drive-integration-1.png?table=block&id=4af73ead-0b35-4f3a-8ccc-369d12c3c8e9&cache=v2)
In the
Select system
dropdown, click on Tally and press Continue
.![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F4564ead6-cdf2-4a2d-8dc2-008bc544fdbc%2FCleanShot_2024-07-03_at_16.48.01.png?table=block&id=efb6c6a2-de1b-4f54-866e-0ae525c954c9&cache=v2)
Next, select
Get DATA
as the trigger action and continue.![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2Ff3d24d0f-37f8-40e6-8433-a920d45b729e%2FApix-drive-integration-3.png?table=block&id=9c661d80-f81f-4b30-ab06-dec5905c7386&cache=v2)
You’ll need to connect your Tally account in the next step. Once connected, click the
Continue
button.![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F4c4a8967-6f3a-49a1-8b73-b5934157686e%2FApix-drive-integration-4.png?table=block&id=155ace09-4287-4718-bb4e-31ed1aacf888&cache=v2)
In the next page, you’ll see a URL for receiving data. Highlight and copy it.
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F3be67d1c-eda6-4586-bef2-1cf29d452ba6%2FApix-drive-integration-5.png?table=block&id=8d64ead1-2ac2-4851-afeb-87ddb62a6cac&cache=v2)
Then, head over to your Tally dashboard and open the form you want to connect. In the
Integrations
tab of your published form, click to connect with Webhooks.![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F4ad2ceac-c792-4124-a4c4-6fd37fcb4b65%2FApix-drive-integration-6.png?table=block&id=2deaadf0-7a35-4993-aa1c-dc5a8191f1c9&cache=v2)
In the
Endpoint URL
field, insert the link copied from ApiX-Drive. Then, click to Connect
.![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F6b86689a-f44f-4550-afdf-b70f0293716f%2FApix-drive-integration-7.png?table=block&id=5591b279-c1fb-48bc-8c42-c541ba80032f&cache=v2)
Now, you can fill and submit your Tally form to test the connection. Once you’ve filled in your form, return to the ApiX-Drive site and click the
Edit and continue
button. Skip the filter editing setting, and click Continue
.![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F776a8dbb-359e-4183-94ac-4f3931e22cfb%2FApix-drive-integration-8.png?table=block&id=e9b9b881-c31b-49bd-98d3-a66648654a7b&cache=v2)
On the next page, you’ll see all data that will be loaded from your connected form. If no data shows, scroll down to the bottom of the page and click the
Load test data from Tally
button. After successfully completing the test, click the Continue
button.![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F7473f3a3-7808-45d9-8308-6e119c886eeb%2FApix-drive-integration-8.png?table=block&id=10bd289a-f979-40ea-ab59-11bdf4ce1252&cache=v2)
Now, you can start the setup for the app you want to connect with your Tally form.
![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F97e9a872-800c-4d92-89a2-75c0952db1b9%2FApix-drive-integration-10.png?table=block&id=58852626-6bd3-4b31-a7f3-f8eedb396c69&cache=v2)
On the next page, use the dropdown to select the app you want to connect and click
Continue
. ![notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Fc7def46e-5b1b-431a-b65a-93222e53bf0d%2F76ea6edf-6dde-4cf2-94f1-23c9bb8501fd%2FApix-drive-integration-11.png?table=block&id=57be99c9-08dd-477f-a904-91218cbc5693&cache=v2)
Similar to how you connected Tally, follow the step-by-step process to select what actions you want the integration to perform. You can use multiple systems as data destinations, including additional functionality, such as if/else logic, filters, and more.