--- title: "Connect Tally to LeadStation - APIANT.ai" description: "When \"New Submission\" fires in Tally, your agent runs \"Save Customer\" in LeadStation." canonical: "https://apiant.ai/connect/tally-to-leadstation" --- # Connect Tally to LeadStation When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **Save Customer** in [LeadStation](https://apiant.ai/connections/leadstation). Describe the whole flow and it is built, tested on every scenario and kept running. Tally **1** trigger LeadStation **3** 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 LeadStation 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 LeadStation - When **New Submission** in Tally then **Save Customer** in LeadStation - When **New Submission** in Tally then **Create Opportunity** in LeadStation 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 LeadStation ## Triggers and actions 1 trigger · 3 actions - Trigger **New Submission** Triggers when a new form submission is received. - Action **Create Opportunity** Creates an opportunity in a LeadStation sales funnel for a company or person customer. - Action **Get Opportunity** Returns one opportunity by its ID, including its customer, owner, funnel phase, status, value and form field values. - Action **Save Customer** Creates a customer (a company or a person) in LeadStation with the given form field values. ## Each app on its own - [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally) - [ **LeadStation** Selling has never been easier with CRM LeadStation](https://apiant.ai/connections/leadstation) 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 LeadStation - [ **HubSpot to LeadStation** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadstation) - [ **Salesforce to LeadStation** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leadstation) - [ **Slack to LeadStation** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leadstation) - [ **Google Sheets to LeadStation** Google Sheets](https://apiant.ai/connect/google-sheets-to-leadstation) - [ **Gmail to LeadStation** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadstation) - [ **Google Calendar to LeadStation** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadstation) Questions ## Tally and LeadStation, 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 LeadStation when something happens in Tally? Any of LeadStation's 3 actions, including Create Opportunity, Get Opportunity and Save Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeadStation to Tally? LeadStation has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads LeadStation's API documentation and adds it. ### ### Do I have to build a connector for Tally or LeadStation? 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 LeadStation without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in LeadStation 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.