Tally + Float Integration

You rely on form submissions to plan team capacity, but manual data entry leaves your capacity reports hours behind — this integration means every new form submission updates your resource schedules instantly and your planning data stays current.

You need to assign team members immediately when new client briefs arrive, but delays in checking form responses mean you find out too late — with this integration, every Tally submission creates a Float project instantly so you can assign team members without delay.

You answer to clients who expect rapid project kickoff after they submit intake forms, but manual setup slows down your team — automating both apps means every client submission provisions project tasks and schedules right away so you can demonstrate immediate progress.

The volume of incoming client requests is too high for anyone to keep up by hand, leading to missed project entries — connecting these apps means every Tally response creates a Float project automatically so high submission volumes never overwhelm your intake queue.

You depend on sales or intake teams to hand over form details before you can allocate billable hours in Float — this integration means form submissions trigger scheduling actions automatically so you never wait on manual handoffs to begin booking resources.

You need a reliable history of billable hours and project creation dates, but manual logging leaves gaps in your tracking records — automating both apps means every project and time entry is recorded reliably so your historical audit trails remain complete.