Connect Tally and SendGrid to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Add a Single Recipient to a List
Ready to use Tally and SendGrid automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when new form submission
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.
Add a Single Recipient to a List
Adds an existing recipient to a specified SendGrid contact list.
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Frequently Asked Questions
To start, connect both your Tally and SendGrid accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in SendGrid (or vice versa).
Absolutely. You can customize how Tally data is recorded in SendGrid. This includes choosing which data fields go into which fields of SendGrid, setting up custom formats, and filtering out unwanted information.
The data sync between Tally and SendGrid 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 SendGrid. 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 SendGrid
SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.
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