Connect Tally and CheckFlow to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create Checklist
Share Checklist
Find Checklists
Ready to use Tally and CheckFlow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when new form submission
Task Completed
Triggers when a new task is created in Checkflow.
File Uploaded
Triggers when a new file is uploaded within a task.
New Checklist
Triggers when a new checklist 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.
Create Checklist
Create a new checklist
Share Checklist
Create shareable checklist URL
Find Checklists
Get checklists; create if none
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Frequently Asked Questions
To start, connect both your Tally and CheckFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in CheckFlow (or vice versa).
Absolutely. You can customize how Tally data is recorded in CheckFlow. This includes choosing which data fields go into which fields of CheckFlow, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and CheckFlow 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 CheckFlow. 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 CheckFlow
Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.
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