Full list

Supported Triggers & Actions

Everything you can automate between Tally and Gist.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new form response is submitted

When a new form response is submitted

Runs the workflow automatically whenever a new response is submitted to the form.

Request a new Trigger for Tally

Do thisActions

Action is the task that follows automatically within your Tally integrations.

Get Form By ID

Get Form By ID

Retrieve a form and its sections using the form ID.

Update Form Options

Update Form Options

Update dropdown and checkbox choices in an existing Tally form.

List All Form Responses

List All Form Responses

Get all responses for a form

test

test

Creates a new Contact or updates an existing one.

Add Tag to an Existing Contact

Add Tag to an Existing Contact

Apply fix for empty contacts runtime crash in perform code.

Remove Tag From Existing Contact

Remove Tag From Existing Contact

Removes a tag from an existing contact.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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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 more
Integrations Gist
Gist + Tally
Gist logo

About Gist

Gist is a comprehensive customer engagement platform that helps businesses manage customer interactions, automate marketing, and provide exceptional support. With Gist, you can streamline your communication channels, track customer behavior, and enhance your overall customer experience.

Learn more

Frequently Asked Questions

How do I connect Tally and Gist?

Sign up for a free viaSocket account, then authorize both your Tally and Gist accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Tally and Gist as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Tally to Gist?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Gist. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Tally triggers actions in Gist, and a separate workflow where Gist triggers actions in Tally. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Tally and Gist. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Tally and Gist integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.