# Connect Claude to Tally and automate your tasks

## Why integrate Claude with Tally

The Claude to Tally integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

### Generate product content from your Shopify catalog automatically

When a product is created or updated in Shopify, MESA passes the details to Claude and writes a ready-to-use description, title, or meta tag. Your catalog stays populated with quality content without a writer producing every piece from scratch.

### Summarize customer and order context before your team responds

When a customer reaches out, places a high-value order, or shows a churn signal, MESA passes the relevant Shopify data to Claude and delivers a plain-English summary to your team through Slack or your support tool. Your team acts on context, not raw data.

### Classify and route orders using AI judgment

When an order arrives with ambiguous or complex details — a custom request, an unusual product combination, an edge case your rules don't cover — MESA passes it to Claude to classify and determine the right workflow. Your order routing handles the unexpected without a rule for every scenario.

### Turn Tally form submissions into Shopify customer records

When someone fills out a Tally form — an inquiry, an application, a pre-order request — MESA creates or updates their record in Shopify automatically. Your store knows about the customer before they ever place an order.

### Trigger Shopify workflows from form responses

When a Tally submission meets a condition — a product preference, a budget range, a wholesale inquiry — MESA kicks off the right workflow in Shopify. Your forms become the starting point for automation, not just a data collection step.

### Route form submissions to the right person on your team

When a Tally form comes in, MESA reads the responses and sends the details to the right channel — a Slack message, a ClickUp task, an email. The right person gets the context they need without anyone triaging submissions manually.

## Build any Claude and Tally automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

###### Form Submitted

Starts when a form is submitted.

###### Get List of Form's Questions

Obtain a list of form's questions.
- ID
- Type
- Title
- Is Title Modified By User
- Form ID
- Is Deleted
- Number Of Responses
- Created At
- Updated At
- Fields

###### Get List of Form's Submissions

Obtain a list of form submissions with their responses.
- Answers
- Response ID
- Form ID
- Submitted At
- Respondent ID

###### Get List of Forms

Obtain a list of forms.
- ID
- Name
- Workspace ID
- Status
- Number Of Submissions
- Is Closed
- Created At
- Updated At

###### Retrieve Form

Grab all details about a form.
- ID
- Name
- Workspace ID
- Status
- Number Of Submissions
- Is Closed
- Created At
- Updated At

###### Retrieve Form Submission

Grab all details about a form submission.
- Answers
- Response ID
- Form ID
- Submitted At
- Respondent ID

###### Create Message

Create a message with text and/or image content, and the model will generate the next message in the conversation.
- Messages
- Model
- Max Tokens
- Metadata
- Stop Sequences
- Stream
- System
- Tools

## Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

### Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

### Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

### Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

### Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

## Integrate Claude with Tally today.

Enjoy a 7-day free trial. Get your first workflow in minutes.