Connect Tally and Harvestr to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create Message
Create Company
Search Discoveries
List Company Attributes
List User Attributes
Create New User
Update User
Update Company
Ready to use Tally and Harvestr automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when new form submission
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
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.
List All Form Responses
Get all responses for a form
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
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Frequently Asked Questions
To start, connect both your Tally and Harvestr accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Harvestr (or vice versa).
Absolutely. You can customize how Tally data is recorded in Harvestr. This includes choosing which data fields go into which fields of Harvestr, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and Harvestr 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 Harvestr. 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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn More
