Connect Tally and Intercom to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
List All Tags
Add Tag to Contact
Get contacts
Find Companies
Create User
Find Lead
Add or Remove Tag on Company
Create Conversation
Find Conversations
Find Contact By Email
Add Note
Search Tickets
Find User
Ready to use Tally and Intercom automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when a new form submission is received.
Lead Adds Email Address
Runs when Lead Adds Email Address
Conversation Is Closed
Runs when conversation is closed
New Company Created
Runs when new company is created
Admin Initiates Message to User
Runs when Admin Initiates Message to User
New Ticket Created
Runs when new ticket is created
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 Tags
List All Tags
Add Tag to Contact
Add a tag to contact
Get contacts
Find Companies
Finds an existing companies.
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Frequently Asked Questions
To start, connect both your Tally and Intercom accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Intercom (or vice versa).
Absolutely. You can customize how Tally data is recorded in Intercom. This includes choosing which data fields go into which fields of Intercom, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Intercom 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 Intercom. 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 Intercom
Intercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
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