--- title: "Connect Tally to Ambivo - APIANT.ai" description: "When \"New Submission\" fires in Tally, your agent runs \"Add invoice\" in Ambivo." canonical: "https://apiant.ai/connect/tally-to-ambivo" --- # Connect Tally to Ambivo When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **Add invoice** in [Ambivo](https://apiant.ai/connections/ambivo). Describe the whole flow and it is built, tested on every scenario and kept running. Tally **1** trigger Ambivo **4** triggers Ambivo **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Tally and Ambivo to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Tally can start in Ambivo - When **New Submission** in Tally then **Add invoice** in Ambivo - When **New Submission** in Tally then **Add order** in Ambivo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Tally and Ambivo ## Triggers and actions 5 triggers ยท 20 actions - Trigger **New Submission** Triggers when a new form submission is received. - Trigger **Contact Status Updated** Triggers when the status of a contact is updated. - Trigger **Lead Status Updated** Triggers when the status of a lead is updated. - Trigger **New Contact** Triggers when a new contact record is created. - Trigger **New Lead** Triggers when a new lead is created. - Action **Add account** /crm/accounts on fapi.ambivo.com. Creates a company account. - Action **Add appointment** /reports/appointments on fapi.ambivo.com. - Action **Add invoice** /crm/invoices on fapi.ambivo.com. - Action **Add order** /crm/orders on fapi.ambivo.com. - Action **Add task** /crm/tasks on fapi.ambivo.com. - Action **Create Contact** Creates a New Contact or returns an updated contact. - Action **Create Lead** Creates a New Lead or returns an updated lead. - Action **Delete task** /crm/tasks/{task_id} on fapi.ambivo.com. - Action **List accounts** /crm/accounts on fapi.ambivo.com. - Action **List appointments** Lists appointments in the Ambivo account. - Action **List contacts** /crm/contacts on fapi.ambivo.com. - Action **List invoices** Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records. - Action **List leads** /crm/leads on fapi.ambivo.com. - Action **List orders** Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records. - Action **Update account** /crm/accounts/{account_id} on fapi.ambivo.com. - Action **Update contact** /crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact. - Action **Update invoice** /crm/invoices/{invoice_id} on fapi.ambivo.com. - Action **Update lead** /crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead. - Action **Update order** /crm/orders/{order_id} on fapi.ambivo.com. - Action **Update task** /crm/tasks/{task_id} on fapi.ambivo.com. ## Each app on its own - [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally) - [ **Ambivo** Ambivo Business Platform support CRM, Payment and Telephony solution for growing business.](https://apiant.ai/connections/ambivo) Reviews ## What our customers say ## More from Tally - [ **Tally to Affinda** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connect/tally-to-affinda) - [ **Tally to BuyWhere** Real-time product catalog API for AI agents across merchants in 7 countries (SG, MY, TH, VN, PH, ID, US)](https://apiant.ai/connect/tally-to-buywhere) - [ **Tally to F1 API** Free F1 data in real time with his own NPM package](https://apiant.ai/connect/tally-to-f1-api) - [ **Tally to Genshin Impact** The genshin.dev API serves reference game data for Genshin Impact.](https://apiant.ai/connect/tally-to-genshin-impact) - [ **Tally to ip.app** IP, ASN, geolocation, timezone, security, user-agent in plain text, JSON or HTTP headers](https://apiant.ai/connect/tally-to-ip-app) - [ **Tally to LLM as a Service** LLM as a Service is a managed platform for companies to deliver robust LLM features in their software.](https://apiant.ai/connect/tally-to-llm-as-a-service) ## More into Ambivo - [ **ActiveCampaign to Ambivo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-ambivo) - [ **Airtable to Ambivo** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-ambivo) - [ **2Chat to Ambivo** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-ambivo) - [ **3Scribe to Ambivo** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-ambivo) - [ **5pm to Ambivo** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-ambivo) - [ **Abyssale to Ambivo** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-ambivo) Questions ## Tally and Ambivo, answered ### ### What can start an automation from Tally? Any of Tally's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Ambivo when something happens in Tally? Any of Ambivo's 20 actions, including Create Contact, Create Lead, Update account and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Ambivo to Tally? Ambivo has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads Ambivo's API documentation and adds it. ### ### Do I have to build a connector for Tally or Ambivo? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Tally and Ambivo without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Ambivo once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.