Filter to Tally Integration | MESA

Connect Filter to Tally and automate your tasks

Activity reports

MESA's Filter to Tally integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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★★★★★ 4.9 rating on Shopify App Store

Start your first automated workflow

Use pre-made workflow templates to get started quickly.

Add Customer Tags in Mantle from Tally Form Submissions

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Add Emails from Tally Form Submissions to Klaviyo Email List

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Why integrate Filter with Tally

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

Only act on orders that meet your criteria

When a trigger fires for every order, Filter ensures the workflow only continues for the ones that match. Set conditions on order value, tags, product types, or any order attribute to target precisely.

Skip customers already enrolled in your program

Before applying a tag, sending an email, or adding a loyalty point, Filter checks whether the customer already qualifies. Duplicate actions stop before they reach anyone who shouldn't receive them.

Protect inventory actions from false triggers

Before MESA adjusts stock levels or sends a reorder alert, Filter confirms the conditions are genuinely met — right product, right location, right threshold. No unnecessary inventory actions fire.

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 Filter 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.

Get List of Form's Submissions

Obtain a list of form submissions with their responses.

Get List of Forms

Obtain a list of forms.

Retrieve Form

Grab all details about a form.

Retrieve Form Submission

Grab all details about a form submission.

Filter

Stop the execution of a workflow when conditions are not met.

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 Filter with Tally today.

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

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