Connect Tally and EyeLevel AI to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create Bucket
Update Bucket
Delete Bucket
Create Group
Update Group
Delete Group
Add Bucket
Remove Bucket
Crawl Website
Ingest Remote Document
Delete Ingest Document
Find Group by Name
Ready to use Tally and EyeLevel AI automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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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.
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
New Group
Trigger when new Group is created.
Update Bucket
Trigger when an existing bucket is updated.
New Bucket
Trigger when new bucket is created.
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
Create Bucket
Creates a Bucket.
Update Bucket
Update an existing bucket.
Delete Bucket
Delete an existing bucket.
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Frequently Asked Questions
To start, connect both your Tally and EyeLevel AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in EyeLevel AI (or vice versa).
Absolutely. You can customize how Tally data is recorded in EyeLevel AI. This includes choosing which data fields go into which fields of EyeLevel AI, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and EyeLevel 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 EyeLevel 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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
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