Connect OPTIS Product Options to Tally and automate your tasks

Why integrate OPTIS Product Options with Tally

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

Keep production in sync with cart edits

When a customer revises their options on the cart page, MESA updates the corresponding order note or production record before it reaches your team. No orders move forward with outdated specs.

Route uploaded files to the right production team

When a customer uploads a PSD, PDF, or image file, MESA reads the file type and sends the order to the correct workflow — print prep, digital production, or manual review. Every file reaches the right hands.

Apply B2B and locale rules to option orders

OPTIS works natively with Shopify B2B and multi-language storefronts. MESA uses the customer's account type and storefront language to apply the correct pricing, fulfillment, and approval rules automatically.

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 OPTIS Product Options 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.

Order Created

Starts when a Shopify order with line item details is created.

• Fields
  • Variant ID
  • Quantity
  • Title
  • Sku
  • Price
  • Properties
  • Applied Discount

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

Get List of Orders

Obtain a list of Shopify Orders that have OPTIS Product Options fields

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 OPTIS Product Options with Tally today.

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