STEP 1
Connect Cognito Forms and Tally
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cognito Forms and Tally Integration
Build marketing workflows between Cognito Forms and Tally on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Cognito Forms and Tally
Detailed info you need to know about Cognito Forms and Tally integrations in WEXTL. Explore which modules apps support and how you connect them.
Cognito Forms
Online form builder for surveys, orders, registrations, and workflows. [5]
How to connect Cognito Forms to Tally
Set up your Cognito Forms and Tally integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cognito Forms and Tally nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cognito Forms and Tally. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cognito Forms and Tally work in WEXTL?
WEXTL exposes actions and triggers for Cognito Forms and Tally that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cognito Forms triggersTally actions
Cognito Forms modules
- Create EntryCreates a new entry in a form.
- Delete EntryDeletes an entry from a form.
- Get EntryReturns a single entry with its metadata.
- Get Entry DocumentGenerates and returns a document for an entry.
- Get Entry FileReturns a file uploaded to an entry.
- Get FormReturns a single form's name and internal name.
- Get Form SchemaReturns the schema of a form's fields and their data types.
- Get Import StatusReturns the progress and results of an entry import.
- Get OData MetadataReturns the OData metadata document for your forms.
- Get View EntryReturns a single entry as it appears in an entry view.
- Get View MetadataReturns the OData metadata document for an entry view.
- Import EntriesCreates, updates, or deletes entries from a spreadsheet or CSV file.
- List FormsRetrieves a list of forms the API key can access.
- List OData FormsRetrieves a list of forms from the OData service.
- List View EntriesRetrieves a list of entries shown in an entry view.
- Make an API CallPerforms an arbitrary authorized API call.
- Set Public Link AvailabilitySets when a form's public link opens and closes.
- Update EntryUpdates the fields you specify on an existing entry.
- Upload FileUploads a file that can be attached to an entry.
- Watch Deleted EntriesTriggers when an entry is deleted.
- Watch New EntriesTriggers when a new entry is submitted.
- Watch Updated EntriesTriggers when an entry is updated.
Tally modules
- Cancel an InviteCancels a pending invitation to join.
- Create a FormCreates a new form, optionally based on a template or within a specific workspace.
- Create a WorkspaceCreates a workspace.
- Create an InviteInvites users to join specific workspaces within your organization.
- Delete a FormDeletes a form by its ID and moves it to the trash.
- Delete a SubmissionDeletes a specific submission from a form.
- Delete a WorkspaceDeletes a workspace and all its associated forms.
- Get a FormReturns a single form by its ID with all its blocks and settings.
- Get a Form DimensionsReturns visitor breakdowns by source, browser, OS, device, and location.
- Get a Form Drop OffReturns per-question drop-off statistics for a form.
- Get a Form MetricsReturns aggregate metrics for a form (visits, submissions, completion rate, and more).
- Get a Form SubmissionsReturns completed and partial submission counts for a form over time.
- Get a Form VisitsReturns visit counts for a form over time.
- Get a SubmissionReturns a specific form submission with all its responses and the form questions.
- Get a WorkspaceReturns a single workspace by its ID with associated members.
- Get UserReturns information about the current authenticated user.
- List FormsReturns a paginated array of form objects.
- List InvitesReturns a list of all invites in your organization.
- List QuestionsReturns a list of all questions in a form.
- List SubmissionsReturns a paginated list of form submissions with their responses.
- List UsersReturns a list of all users in your organization.
- List WorkspacesReturns a paginated array of workspace objects with associated users and pending invites.
- Make an API CallPerform an arbitrary authorized API request.
- Remove UserRemoves a user from your organization.
- Update a FormUpdates a form’s settings, blocks, or status.
- Update a WorkspaceUpdates a workspace’s information by its ID.
- Watch EventsWatches for events.
- Watch Form SubmissionsListen to new form submissions.
- Watch FormsListen to new forms.
- Watch InvitesListen to new organization invites.
- Watch UsersListen to new organization users.
- Watch WorkspacesListen to new workspace.
Frequently asked questions
Common questions about connecting Cognito Forms and Tally.
Connect your Cognito Forms and Tally accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cognito Forms's "Watch Deleted Entries" fires, WEXTL can "Cancel an Invite" in Tally. Cognito Forms has 3 triggers (including Watch Deleted Entries, Watch New Entries, and Watch Updated Entries); Tally has 26 actions (including Cancel an Invite, Create a Form, and Create a Workspace). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cognito Forms-to-Tally automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cognito Forms (or Tally) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cognito Forms + Tally automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cognito Forms and Tally integration.
- Cognito Forms and Tally integration source code, module specs and credentials implementation.
- Our Cognito Forms and Tally integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cognito Forms and Tally — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cognito Forms integration information
- Tally integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library