Connect Tally and ChatBot
Integrate Tally with ChatBot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Story in ChatBot when When a new form response is submitted in Tally
Update Story in ChatBot when When a new form response is submitted in Tally
Search Story in Chatbot when When a new form response is submitted in Tally
Delete Story in Chatbot when When a new form response is submitted in Tally
Create segment in Chatbot when When a new form response is submitted in Tally
Popular Tally + ChatBot flows
Start from a real workflow other teams are already running.
Choose a trigger
Tally
When this happens...
When a new form response is submitted
Choose an action
ChatBot
Automatically do this!
Create a Story
Update Story
Search Story
Delete Story
Create segment
Add Users to Segments
Create User
Update Segment
Remove Segment
Delete User
Add segments to User
Create a Story in ChatBot when When a new form response is submitted in Tally
Use this flowUpdate Story in ChatBot when When a new form response is submitted in Tally
Use this flowSearch Story in Chatbot when When a new form response is submitted in Tally
Use this flowDelete Story in Chatbot when When a new form response is submitted in Tally
Use this flowCreate segment in Chatbot when When a new form response is submitted in Tally
Use this flowAdd Users to Segments in ChatBot when When a new form response is submitted in Tally
Use this flowCreate User in Chatbot when When a new form response is submitted in Tally
Use this flowUpdate Segment in ChatBot when When a new form response is submitted in Tally
Use this flowRemove Segment from ChatBot when When a new form response is submitted in Tally
Use this flowDelete User in Chatbot when When a new form response is submitted in Tally
Use this flowSupported Triggers & Actions
Everything you can automate between Tally and ChatBot.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new form response is submitted
Runs the workflow automatically whenever a new response is submitted to the form.
User Created
Trigger when a new user 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 Form Responses
Get all responses for a form
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Tally and ChatBot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Tally and ChatBot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ChatBot. No coding required.
Yes. You can set up a workflow where Tally triggers actions in ChatBot, and a separate workflow where ChatBot triggers actions in Tally. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Tally and ChatBot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Tally and ChatBot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
