Full list

Supported Triggers & Actions

Everything you can automate between Tally and klenty.

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.

Prospect Unsubscribe

Prospect Unsubscribe

Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.

Cadence First Reply

Cadence First Reply

Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.

On Bounce

On Bounce

Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.

On Cadence Completed

On Cadence Completed

Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.

On Click

On Click

Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.

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

Create Prospect

Create Prospect

Create a new prospect in Klenty

Change Status To Do Not Contact

Change Status To Do Not Contact

Mark a prospect as Do Not Contact to prevent future emails

Revert Prospect Status From Do Not Contact

Revert Prospect Status From Do Not Contact

Set a prospect's status to Do Not Contact using their email address.

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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Integrations Tally
Tally + klenty
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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

Frequently Asked Questions

How do I connect Tally and klenty?

Sign up for a free viaSocket account, then authorize both your Tally and klenty 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 klenty 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 klenty?

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

Can the integration run in both directions?

Yes. You can set up a workflow where Tally triggers actions in klenty, and a separate workflow where klenty 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 klenty. 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 klenty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.