Connect Tally and ChatBotKit
Integrate Tally with ChatBotKit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Dataset Record in ChatBotKit when When a new form response is submitted in Tally
Fetch DataSet in Chatbotkit when When a new form response is submitted in Tally
Delete Dataset from ChatBotKit when When a new form response is submitted in Tally
Create dataset in ChatBotKit when When a new form response is submitted in Tally
Create Conversation in ChatBotKit when When a new form response is submitted in Tally
Popular Tally + ChatBotKit 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
ChatBotKit
Automatically do this!
Add Dataset Record
Create Conversation
Create dataset
Fetch DataSet
Delete Dataset
Create Dataset Record
Create Dataset Record in ChatBotKit when When a new form response is submitted in Tally
Use this flowFetch DataSet in Chatbotkit when When a new form response is submitted in Tally
Use this flowDelete Dataset from ChatBotKit when When a new form response is submitted in Tally
Use this flowCreate dataset in ChatBotKit when When a new form response is submitted in Tally
Use this flowCreate Conversation in ChatBotKit when When a new form response is submitted in Tally
Use this flowAdd Dataset Record to ChatBotKit when When a new form response is submitted in Tally
Use this flowSupported Triggers & Actions
Everything you can automate between Tally and ChatBotKit.
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.
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
Add Dataset Record
Add a new text record to the selected dataset.
Create Conversation
Start a conversation with initial messages; optionally attach a contact, task, space, or bot.
Create dataset
Create a dataset to train or update your chatbot
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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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 ChatBotKit
ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Tally and ChatBotKit 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 ChatBotKit 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 ChatBotKit. No coding required.
Yes. You can set up a workflow where Tally triggers actions in ChatBotKit, and a separate workflow where ChatBotKit 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 ChatBotKit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Tally and ChatBotKit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
