Connect Tally and Conversion Chats to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Send Template Message
Create Contacts
Update Contacts
Ready to use Tally and Conversion Chats automations
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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
Send Template Message
Sends WhatsApp message using template.
Create Contacts
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
Update Contacts
Update the contact details into the database and can select the specific group to add contacts in conversion chats.
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Frequently Asked Questions
To start, connect both your Tally and Conversion Chats accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Conversion Chats (or vice versa).
Absolutely. You can customize how Tally data is recorded in Conversion Chats. This includes choosing which data fields go into which fields of Conversion Chats, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Conversion Chats 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 Conversion Chats. 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 Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
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