# Connect LoyaltyLion to Tally and automate your tasks

## Why integrate LoyaltyLion with Tally

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

### Keep loyalty status current across your marketing tools

When a customer earns or redeems points in LoyaltyLion, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

### Enroll customers in your loyalty program based on Shopify behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to LoyaltyLion and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

### Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right LoyaltyLion action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

### 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 LoyaltyLion 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.**

###### Customer Updated
**Starts when a customer account is updated with new information.**

###### Email Unsubscribed
**Starts when a customer unsubscribes from an email list.**

###### 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

###### Add Points to Customer
**Increase the amount of points for an existing customer account.**

###### Create Activity
**Start a new activity for existing customer accounts.**

###### Create Order
**Start a new order when a purchase is made.**

###### Get List of Activities
**Obtain a list of activities from existing customer accounts.**

###### Get List of Customers
**Obtain a list of existing customer accounts.**

###### Get List of Orders
**Obtain a list of orders from existing customer accounts.**

###### Remove Points from Customer
**Decrease the amount of points for an existing customer account.**

###### Update Activity
**Update an activity for existing customer accounts.**

###### Update Order
**Update an order's details for existing customer accounts.**

## 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 LoyaltyLion with Tally today.

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