Connect Tally and onboardio to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

onboardio

Automatically do this!

Enable Integrations or automations with these events of Tally and onboardio

Enable Integrations or automations with these events of Tally and onboardio

Triggers

New Form Submission

New Form Submission

Triggers when a new form submission is received in Tally.so.

Request a new Trigger for Tally

Actions

Retrieve all forms

Retrieve all forms

Retrieve a list of forms

Retrieve a form blocks by ID

Retrieve a form blocks by ID

Retrieve a form by ID

Update dropdown or checkbox in exisiting form

Update dropdown or checkbox in exisiting form

Make your tally.so form dynamic by updating values in dropdown or checkbox

Request a new Action for Tally

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Frequently Asked Questions

How do I start an integration between Tally and onboardio?

To start, connect both your Tally and onboardio accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in onboardio (or vice versa).

Can we customize how data from Tally is recorded in onboardio?

Absolutely. You can customize how Tally data is recorded in onboardio. This includes choosing which data fields go into which fields of onboardio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tally and onboardio?

The data sync between Tally and onboardio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tally to onboardio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tally and onboardio?

Yes, you can set conditional logic to control the flow of data between Tally and onboardio. 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.

Tally

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.

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onboardio

About onboardio

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

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