Connect Tally and Encharge to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Add or Update Person
Add Tag To User
Remove Tag
Archive or Delete Person
Unsubscribe Person
Ready to use Tally and Encharge 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.
New User
Triggers when a new person is created.
Unsubscribed Person
Triggers when a person is unsubscribed.
Updated Person
Triggers when a person is updated.
Tag Added To Person
Triggers when a person is tagged.
Tag Removed From Person
Triggers when a person is untagged.
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
Add or Update Person
Create a new person or update an existing person in Encharge using the provided email and profile details.
Add Tag To User
Add a single tag to an existing user identified by their email in Encharge.
Remove Tag
Remove a specified tag from the user identified by the provided email address.
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Frequently Asked Questions
To start, connect both your Tally and Encharge accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Encharge (or vice versa).
Absolutely. You can customize how Tally data is recorded in Encharge. This includes choosing which data fields go into which fields of Encharge, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Encharge 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 Encharge. 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 Encharge
Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
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