Tally Integration

Simple free form builder for surveys and data collection. Keep Tally lists, tags, campaigns, and follow ups aligned across your marketing stack. When Watch Events fires, automatically update the next system with Get a Form or Get a Form Dimensions.

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Supported triggers and actions for Tally integration

Triggers can detect changes in Tally and run actions that can create, search or modify data inside Tally automatically [3] — exactly how you set them.

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.
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.
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.
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.

How to integrate Tally in automation workflow?

3 simple steps to make your Tally connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Tally in workflow

Pick Tally app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Tally

When prompted, authorize access to Tally in WEXTL once. Tally credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Tally account. Approve?

STEP 3

Build a workflow

Build your workflow with Tally yourself or with WEXTL® AI Builder. Connect Tally to any available integrations [5], or use HTTP node to go beyond them.

Tally

How Tally connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Tally app is called in workflows. That allows your marketing automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Tally supports.

Full Tally API documentation

The following table illustrates what fields Tally integration require during authorization flow inside our workflow builder [4].

Demonstration of Tally connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	Log in to your account, go to Settings → API Keys, and click 'Create API Key'. Copy and save the generated API key.

Connect Tally to popular apps on WEXTL

Enter a name of the other app you want to sync with Tally below. Click on selected app to explore integration options with Tally. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Tally integration

Select Watch Form Submissions trigger from Tally - this will be a starting point in your automation. Whenever event happens in Tally, workflow will start [7] from Watch Form Submissions node.

Search for Create a Form, connect it as the next step of integration sequence. You can use filters between Watch Form Submissions and Create a Form, so only important data pass from Watch Form Submissions to the next step. WEXTL gives you full control over the process of Tally automation. All parts of workflow are visible on the canvas [4].

Tally on WEXTL has 32 modules for combining marketing automations. Explore Tally documentation for more.

Video slide demonstrates how Watch Form Submissions and Create a Form nodes are used in Tally workflow.

Video slide demonstrates how Watch Form Submissions and Create a Form [6] nodes are used in Tally workflow.

Frequently asked questions

Common questions about automating Tally in your workflows.

Tally has 6 triggers, including "Watch Events", "Watch Form Submissions", and "Watch Forms", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 26 actions, including "Get a Form", "Get a Form Dimensions", and "Get a Form Drop Off", and more. Refer to our Tally Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Tally integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Tally official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Tally provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Tally or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Tally inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Tally modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Tally integration.

Tally integration source code, module specs and credentials implementation.
Internal Tally integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Tally vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Tally App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Tally Integration

Supported triggers and actions for Tally integration