# Connect Paths to Tally and automate your tasks

## Describe to build

**Activity reports**

Fully supported

MESA's Paths 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.

[Try MESA for free](/content/pricing/index.html)

★★★★★ 4.9 rating on Shopify App Store

## Start your first automated workflow

Use pre-made workflow templates to get started quickly.

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#### [Create or Update Shopify Customer from New Tally Submissions](/content/templates/tally-to-shopify-customer-creation/index.html)

[View template](/content/templates/tally-to-shopify-customer-creation/index.html)

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#### [Add Emails from Tally Form Submissions to Klaviyo Email List](/content/templates/tally-form-submissions-to-klaviyo-email-list/index.html)

[View template](/content/templates/tally-form-submissions-to-klaviyo-email-list/index.html)

## Why integrate Paths with Tally

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

### Route orders by value, tag, or product type

When an order is placed, Paths evaluates its conditions and sends it down the right branch. High-value orders, wholesale accounts, and standard fulfillment each follow a tailored sequence — without manual sorting.

### Give VIP customers a different experience

MESA identifies customers by tag, order history, or location and routes them through the appropriate path. First-time buyers, loyalty members, and wholesale accounts each get the right follow-up automatically.

### Handle fulfillment exceptions without manual triage

When a fulfillment event fires, Paths checks whether it's a standard shipment, expedited, or backorder and routes each to the correct next step. Your team only gets involved when it actually matters.

### 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 Paths 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.

- 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

###### Paths

Create if / else conditions for more precise flow controls.

## 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 Paths with Tally today.

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

[Try MESA today →](/content/pricing/index.html)