Connect Copy.ai and Tally to Build Intelligent Automations

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Copy.ai

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Completed Workflow Run

Completed Workflow Run

Triggers when a Workflow Run is completed.

New Form Submission

New Form Submission

Triggers when a new form submission is received in Tally.so.

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Do thisActions

Action is the task that follows automatically within your Copy.ai integrations.

Get All Workflow Runs

Get All Workflow Runs

You can view the details of all workflow runs for a workflow.

Start a Workflow Run

Start a Workflow Run

Starting a Workflow Run.

Retrieve all forms

Retrieve all forms

Retrieve a list of forms

Retrieve a form blocks by ID

Retrieve a form blocks by ID

Retrieve a form by ID

Update dropdown or checkbox in exisiting form

Update dropdown or checkbox in exisiting form

Make your tally.so form dynamic by updating values in dropdown or checkbox

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Frequently Asked Questions

How do I start an integration between Copy.ai and Tally?

To start, connect both your Copy.ai and Tally accounts to viaSocket. Once connected, you can set up a workflow where an event in Copy.ai triggers actions in Tally (or vice versa).

Can we customize how data from Copy.ai is recorded in Tally?

Absolutely. You can customize how Copy.ai data is recorded in Tally. This includes choosing which data fields go into which fields of Tally, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Copy.ai and Tally?

The data sync between Copy.ai and Tally typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Copy.ai to Tally?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Copy.ai and Tally?

Yes, you can set conditional logic to control the flow of data between Copy.ai and Tally. 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.

Copy.ai

About Copy.ai

Copy.ai is an AI-powered tool designed to help users generate high-quality written content quickly and efficiently. It leverages advanced machine learning algorithms to assist with creating marketing copy, blog posts, social media content, and more, making it an essential tool for marketers, content creators, and businesses looking to streamline their content creation process.

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Tally

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.

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