Connect Tally and Platoforms to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

Platoforms

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

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

Form Created

Form Created

Trigger when a new form is created.

Request a new Trigger for Tally

Do thisActions

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

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

Search Form

Search Form

Find the details of a form by its id.

Request a new Action for Tally

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Frequently Asked Questions

How do I start an integration between Tally and Platoforms?

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

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

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

How often does the data sync between Tally and Platoforms?

The data sync between Tally and Platoforms 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 Platoforms?

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 Platoforms?

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

About Platoforms

PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.

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