Connect Tally and ChatbotAI partner to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Assign Trail Plan
Add Wallet Balance
Create New User
Create Magic Link
Ready to use Tally and ChatbotAI partner automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when new form submission
When New Account Created
When a user creates an account
Do thisActions
Action is the task that follows automatically within your Tally integrations.
Get Form By ID
Retrieve a form and its sections using the form ID.
Update Form Options
Update dropdown and checkbox choices in an existing Tally form.
List All Form Responses
Get all responses for a form
Assign Trail Plan
Add subscribers to a plan
Add Wallet Balance
Add funds to a user's wallet
Create New User
Create a new user account
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Frequently Asked Questions
To start, connect both your Tally and ChatbotAI partner accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in ChatbotAI partner (or vice versa).
Absolutely. You can customize how Tally data is recorded in ChatbotAI partner. This includes choosing which data fields go into which fields of ChatbotAI partner, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and ChatbotAI partner typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Tally and ChatbotAI partner. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Tally
Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.
Learn MoreAbout ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
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