Intercom to Tally Integration | MESA

Connect Intercom to Tally and automate your tasks

Why integrate Intercom with Tally

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

Give your support team full Shopify context on every conversation

When a customer starts a conversation in Intercom, MESA pulls their Shopify order history, tags, and customer details into the thread. Your team responds with the full picture without switching between tools to find it.

Create and update Shopify customer records from Intercom conversations

When a new contact is created or a key detail is captured in Intercom, MESA writes it to the corresponding Shopify customer record. Your store and your support platform share a single view of every customer without periodic reconciliation.

Trigger Intercom messages from Shopify order and fulfillment events

When an order ships, a delivery is delayed, or a return is filed in Shopify, MESA sends the signal to Intercom and triggers the right message to the customer. Your proactive outreach runs on what actually happens in your store, not on a fixed schedule.

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 Intercom 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.

Admin Initiated Message to User

Starts when an admin initiates a message to a user.

Contact Archived

Starts when a contact is archived.

Contact Deleted

Starts when a contact is deleted.

Contact Email Updated

Starts when a contact's email is updated.

Contact User Created

Starts when a contact user is created.

Contact User Updated

Starts when a contact user is updated.

Conversation Closed

Starts when a conversation is closed.

Conversation Opened

Starts when a conversation is opened.

Conversation Read

Starts when a conversation is read.

Message Received from User or Lead

Starts when a message is received from a user or lead.

Note Added to Conversation

Starts when a note is added to a conversation.

Reply Received from User or Lead

Starts when a user replies to a conversation.

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.

Archive Contact

Archive a contact.

Attach Contact to Company

Associate a company with a contact.

Attach Tag to Ticket

Tag a ticket.

Create Contact

Create a contact.

Create Note

Create a note.

Create or Update Company

Create or update a company.

Create Ticket

Create a ticket.

Delete Company

Remove a company.

Delete Contact

Remove a contact.

Delete Ticket

Remove a ticket.

Detach Contact from Company

Detach a company from a contact.

Get List of Companies

Obtain a list of all companies.

Get List of Company's Contacts

Obtain a list of contacts that belong to a company.

Get List of Company's Segments

Obtain a list of segments that belong to a company.

Get List of Contact's Companies

Obtain a list of a contact's companies.

Get List of Contact's Notes

Obtain a list of notes associated to a contact.

Get List of Contact's Segments

Obtain a list of segments associated to a contact.

Get List of Contact's Tags

Obtain a list of tags attached to a contact.

Get List of Contacts

Obtain a list of contacts.

Get List of Tickets

Obtain a list of tickets.

Merge Lead and User

Combine a contact with a role of a lead into a contact with a role of a user.

Remove Tag from Ticket

Remove a tag from a ticket.

Reply to Ticket

Reply to a ticket with a message from an admin or on behalf of a contact, or with a note for admins.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Note

Grab all details about a note.

Retrieve Ticket

Grab all details about a ticket.

Scroll Over Companies

Iterate over all companies in a dataset.

Search for Contacts

Search for contacts.

Unarchive Contact

Restore a previously archived contact.

Update Contact

Modify a contact's details.

Update Ticket

Modify a ticket's details.

Integrate Intercom with Tally today.

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