# Connect Google Docs to Tally and automate your tasks

## Why integrate Google Docs with Tally

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

### Generate order and customer documents without manual writing

When an order is placed or a customer record is updated in Shopify, MESA creates a populated Google Doc — invoice, summary, brief — using your template. Every document is ready without anyone drafting it from scratch.

### Turn Shopify events into briefings your team can act on

When a wholesale order comes in, a return is filed, or a VIP customer reaches a milestone, MESA creates a Google Doc with the relevant details and shares it with the right person. Your team has context without digging through the admin.

### Keep product and operational docs current automatically

When a product is updated in Shopify — new description, price change, inventory note — MESA updates the corresponding Google Doc. Your internal catalog, SOPs, and reference docs stay in sync with what's actually in your store.

### 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 Google Docs 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.

###### Document Created

Starts when a document is created.
- ID
- Name
- Parents
- Created Time
- Modified Time
- Owners
- Drive ID
- Web View Link
- Trashed
- Starred

###### Document Updated

Starts when a document is modified.
- ID
- Name
- Parents
- Created Time
- Modified Time
- Owners
- Drive ID
- Web View Link
- Trashed
- Starred

###### 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 Document

Create a document.
- Name
- Text
- Folder

###### Export Document

Export a Google Doc as a file and get a URL.
- File URL

###### Get List of Documents

Obtain a list of documents.
- Next Page Token
- Incomplete Search
- Files

###### Retrieve Document

Grab all details about a document.
- ID
- Name
- Document Content
- Starred
- Trashed
- Shared
- Explicitly Trashed
- Parents
- Spaces
- Drive ID
- Web View Link
- Thumbnail Link
- Web Content Link
- Viewed By Me
- Viewed By Me Time
- Created Time
- Modified Time
- Modified By Me Time
- Shared With Me Time
- Owned By Me
- Modified By Me
- Owners
- Last Modifying User
- Sharing User
- Trashing User
- Trashed Time
- Capabilities
- Writers Can Share
- Permissions
- Size
- Has Thumbnail

###### Update Document's Permissions

Modify a document's permissions.
- Type
- Role
- Email Address
- Domain
- Allow File Discovery
- Expiration Time

## Expert support included

### 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.