Connect Tally and Agent AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Web Page Content
Web Page Screenshot
YouTube Video Transcript
YouTube Channel Data
Get Company Earnings Info
Get Company Financial Profile
Get Domain Information
Google News Data
YouTube Search Results
Search Results
Get Recent Tweets
Get LinkedIn Profile
Find LinkedIn Profile
Get LinkedIn Activity
Enrich Company Data
Get Bluesky Posts
Search Bluesky Posts
Get Instagram Profile
Get Instagram Followers
Convert text to speech
Use GenAI [LLM]
Generate Image
Convert file
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggers when a new form submission is received in Tally.so.
Do thisActions
Action is the task that follows automatically within your Tally integrations.
Retrieve all forms
Retrieve a list of forms
Retrieve a form blocks by ID
Retrieve a form by ID
Update dropdown or checkbox in exisiting form
Make your tally.so form dynamic by updating values in dropdown or checkbox
Web Page Content
Extract text content from a specified web page or domain.
Web Page Screenshot
Capture a visual screenshot of a specified web page for documentation or analysis.
YouTube Video Transcript
Fetches the transcript of a YouTube video using the video URL.
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Frequently Asked Questions
To start, connect both your Tally and Agent AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Agent AI (or vice versa).
Absolutely. You can customize how Tally data is recorded in Agent AI. This includes choosing which data fields go into which fields of Agent AI, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Agent AI 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 Agent AI. 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 Agent AI
Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
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