Connect Tally and Tawk.to to Build Intelligent Automations

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Tally

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Tawk.to

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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.

Visitor starts chat

Visitor starts chat

Start a workflow when a visitor begins a chat on the selected Tawk.to property.

End Tawk.to chat

End Tawk.to chat

Ends an active Tawk.to chat for the selected property.

New chat transcript arrives

New chat transcript arrives

Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.

Create Chat Ticket

Create Chat Ticket

Create a support ticket in Tawk.to for a chat on the selected property.

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

Create New Site

Create New Site

Create a new Tawk.to site property and optionally send widget installation instructions to your email.

Get Property Details

Get Property Details

Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.

Create Widget

Create Widget

Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.

Request a new Action for Tally

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Frequently Asked Questions

How do I start an integration between Tally and Tawk.to?

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

Can we customize how data from Tally is recorded in Tawk.to?

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

How often does the data sync between Tally and Tawk.to?

The data sync between Tally and Tawk.to 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 Tawk.to?

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 Tawk.to?

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

About Tawk.to

tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.

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