--- title: "Connect Tally to Runo CRM - APIANT.ai" description: "When \"New Submission\" fires in Tally, your agent runs \"List Users\" in Runo CRM." canonical: "https://apiant.ai/connect/tally-to-runo-crm" --- # Connect Tally to Runo CRM When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **List Users** in [Runo CRM](https://apiant.ai/connections/runo-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Tally **1** trigger Runo CRM **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 Runo CRM 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 Runo CRM - When **New Submission** in Tally then **List Users** in Runo CRM - When **New Submission** in Tally then **Get call analysis** in Runo CRM 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 Runo CRM ## Triggers and actions 1 trigger · 3 actions - Trigger **New Submission** Triggers when a new form submission is received. - Action **Get call analysis** Returns the result of an AI call analysis started with Initiate call analysis: its stage, the call score, and the full analysis (summary, transcript, sentiment, talk-time split, compliance checks and keywords). - Action **List Processes** Lists all the processes in your Runo company, with each process's id and name. - Action **List Users** Lists all the users of your Runo company. ## Each app on its own - [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally) - [ **Runo CRM** Runo CRM is a calling and sales focused mobile CRM.](https://apiant.ai/connections/runo-crm) 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 Runo CRM - [ **HubSpot to Runo CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-runo-crm) - [ **Salesforce to Runo CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-runo-crm) - [ **Slack to Runo CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-runo-crm) - [ **Google Sheets to Runo CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-runo-crm) - [ **Gmail to Runo CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-runo-crm) - [ **Google Calendar to Runo CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-runo-crm) Questions ## Tally and Runo CRM, 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 Runo CRM when something happens in Tally? Any of Runo CRM's 3 actions, including Get call analysis, List Processes and List Users. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Runo CRM to Tally? Runo CRM has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads Runo CRM's API documentation and adds it. ### ### Do I have to build a connector for Tally or Runo CRM? 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 Runo CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Runo CRM 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.