Connect Tally and Iterate
Integrate Tally with Iterate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add User to Survey in Iterate when When a new form response is submitted in Tally
List Surveys from Iterate when When a new form response is submitted in Tally
Get Survey Responses from Iterate when When a new form response is submitted in Tally
Get Survey Stats from Iterate when When a new form response is submitted in Tally
Search User in Iterate when When a new form response is submitted in Tally
Popular Tally + Iterate flows
Start from a real workflow other teams are already running.
Choose a trigger
Tally
When this happens...
When a new form response is submitted
Choose an action
Iterate
Automatically do this!
Add User to Survey
List Surveys
Get Survey Responses
Get Survey Stats
Search User
Anonymize User
Add User to Survey in Iterate when When a new form response is submitted in Tally
Use this flowList Surveys from Iterate when When a new form response is submitted in Tally
Use this flowGet Survey Responses from Iterate when When a new form response is submitted in Tally
Use this flowGet Survey Stats from Iterate when When a new form response is submitted in Tally
Use this flowSearch User in Iterate when When a new form response is submitted in Tally
Use this flowAnonymize User in Iterate when When a new form response is submitted in Tally
Use this flowGet Form By ID from Tally when When a survey question is answered in Iterate
Use this flowUpdate Form Options in Tally when When a survey question is answered in Iterate
Use this flowList All Form Responses from Tally when When a survey question is answered in Iterate
Use this flowGet Form By ID from Tally when When a survey response is submitted in Iterate
Use this flowSupported Triggers & Actions
Everything you can automate between Tally and Iterate.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new form response is submitted
Runs the workflow automatically whenever a new response is submitted to the form.
When a survey question is answered
Runs the workflow automatically whenever a question in the selected survey is answered.
When a survey response is submitted
Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.
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
Add User to Survey
Add user to a survey
List Surveys
Show all survey forms
Get Survey Responses
Retrieve responses for a survey
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreAbout Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Tally and Iterate 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.
Yes. viaSocket uses instant triggers where available, so data moves between Tally and Iterate as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Iterate. No coding required.
Yes. You can set up a workflow where Tally triggers actions in Iterate, and a separate workflow where Iterate triggers actions in Tally. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Tally and Iterate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Tally and Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
