--- title: "Connect Tally to LeadExec - APIANT.ai" description: "When \"New Submission\" fires in Tally, your agent runs \"Add order\" in LeadExec." canonical: "https://apiant.ai/connect/tally-to-leadexec" --- # Connect Tally to LeadExec When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **Add order** in [LeadExec](https://apiant.ai/connections/leadexec). Describe the whole flow and it is built, tested on every scenario and kept running. Tally **1** trigger LeadExec **7** 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 LeadExec 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 LeadExec - When **New Submission** in Tally then **Add order** in LeadExec - When **New Submission** in Tally then **List lead types** in LeadExec 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 LeadExec ## Triggers and actions 1 trigger · 7 actions - Trigger **New Submission** Triggers when a new form submission is received. - Action **Add client** Creates a new client record in LeadExec, including its client field values. - Action **Add delivery account** Creates a new delivery account for a LeadExec client, setting its delivery method, price, lead caps, status and offer details. - Action **Add order** Creates a new lead order for a client, with its start and end dates, renewal option and ordered items. - Action **List delivery accounts** Returns all delivery accounts for a LeadExec client, including pricing, lead caps, status, criteria and delivery method details. - Action **List lead types** Returns every lead type set up in your LeadExec account. - Action **List orders** Returns client orders in LeadExec, optionally narrowed to one order, a client, an order status, or orders starting on or after a date. - Action **Update client** Updates an existing LeadExec client record, including its status, assignments, portal login and client field values. ## Each app on its own - [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally) - [ **LeadExec** LeadExec provides centralized lead distribution.](https://apiant.ai/connections/leadexec) 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 LeadExec - [ **HubSpot to LeadExec** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadexec) - [ **Salesforce to LeadExec** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leadexec) - [ **Slack to LeadExec** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leadexec) - [ **Google Sheets to LeadExec** Google Sheets](https://apiant.ai/connect/google-sheets-to-leadexec) - [ **Gmail to LeadExec** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadexec) - [ **Google Calendar to LeadExec** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadexec) Questions ## Tally and LeadExec, 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 LeadExec when something happens in Tally? Any of LeadExec's 7 actions, including Update client, Add client, Add delivery account and Add order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeadExec to Tally? LeadExec has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads LeadExec's API documentation and adds it. ### ### Do I have to build a connector for Tally or LeadExec? 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 LeadExec without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in LeadExec 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.