--- title: "Connect Tally to Easybizy - APIANT.ai" description: "When \"New Submission\" fires in Tally, your agent runs \"Add activity to customer\" in Easybizy." canonical: "https://apiant.ai/connect/tally-to-easybizy" --- # Connect Tally to Easybizy When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **Add activity to customer** in [Easybizy](https://apiant.ai/connections/easybizy). Describe the whole flow and it is built, tested on every scenario and kept running. Tally **1** trigger Easybizy **19** 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 Easybizy 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 Easybizy - When **New Submission** in Tally then **Add activity to customer** in Easybizy - When **New Submission** in Tally then **Add customer** in Easybizy 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 Easybizy ## Triggers and actions 1 trigger · 19 actions - Trigger **New Submission** Triggers when a new form submission is received. - Action **Add activity to customer** Adds an activity note to a customer in Easybizy, shown in the app like a note added there. - Action **Add appointment** Books an appointment for an existing customer from an availability option previously returned by Easybizy's availability search. Returns the booking status, any payment link, and every appointment the booking created. - Action **Add catalog item** Creates a new catalog item in Easybizy — either a service or a product — and returns the created item. - Action **Add customer** Creates a new customer in Easybizy with their contact details, tags and marketing consent. - Action **Create Lead** Creates a new lead in Easybizy, or adds the details to an existing lead with the same mobile number. Returns the lead's id. - Action **Delete customer** Deletes (deactivates) a customer in Easybizy by its id. - Action **Delete lead** Deletes (deactivates) an existing lead in Easybizy. - Action **Get catalog item** Returns one catalog item (a product or a service) by its type and id. - Action **Get customer** Returns a single Easybizy customer by id, including contact details, punchcards, loyalty points and balance. - Action **Get invoice** Returns an invoice, receipt or partial tax invoice by its type and id, including its line items, payments and customer. - Action **Get lead** Returns a single Easybizy lead by its id, including contact details, status and tags. - Action **List appointments** Returns the appointments scheduled in a date range of up to 21 days, optionally narrowed to one customer, employee, appointment or cancelled bookings. - Action **List catalog items** Returns the business's catalog items (products and services), optionally filtered by type or a search term. - Action **List customers** Returns the business's customers, optionally filtered, searched and sorted. - Action **List leads** Returns leads in your Easybizy account, optionally filtered, searched and sorted. - Action **Send WhatsApp message** Sends a free-form WhatsApp message (text, or an uploaded file) to a customer, optionally with reply buttons or a link button. Requires an open 24-hour service window with that customer. - Action **Send WhatsApp template message** Sends an approved WhatsApp template message to a customer by phone number or Easybizy customer id, creating the conversation if needed. - Action **Update customer** Updates only the fields you provide on an existing Easybizy customer. - Action **Update lead** Updates only the fields you provide on an existing Easybizy lead. ## Each app on its own - [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally) - [ **Easybizy** Easybizy is a system to manage appointments, patient records, billing and payments, automated reminders, and...](https://apiant.ai/connections/easybizy) 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 Docutray** Document processing API that extracts, validates, and exports data from PDFs, images, and scans (tuned for...](https://apiant.ai/connect/tally-to-docutray) - [ **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) ## More into Easybizy - [ **HubSpot to Easybizy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-easybizy) - [ **Salesforce to Easybizy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-easybizy) - [ **Slack to Easybizy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-easybizy) - [ **Google Sheets to Easybizy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-easybizy) - [ **Gmail to Easybizy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-easybizy) - [ **Google Calendar to Easybizy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-easybizy) Questions ## Tally and Easybizy, 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 Easybizy when something happens in Tally? Any of Easybizy's 19 actions, including Create Lead, Send WhatsApp message, Send WhatsApp template message and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Easybizy to Tally? Easybizy has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads Easybizy's API documentation and adds it. ### ### Do I have to build a connector for Tally or Easybizy? 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 Easybizy without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Easybizy 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.