Connect Tally and ClosedLoop AI to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Submitted
Choose an Action
Automatically do this!
Send Feedback
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Submitted
Runs when a new form submission is received.
New Product Insight Generated
Runs when new product insight is generated
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.
Send Feedback
Send customer feedback to extract product insights.
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Frequently Asked Questions
To start, connect both your Tally and ClosedLoop AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in ClosedLoop AI (or vice versa).
Absolutely. You can customize how Tally data is recorded in ClosedLoop AI. This includes choosing which data fields go into which fields of ClosedLoop AI, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and ClosedLoop 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 ClosedLoop 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 ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
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