# Connect Perplexity to Tally and automate your tasks

## Why integrate Perplexity with Tally

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

### Answer customer and team questions with live data from your store

When a question comes in — about a product, an order status, a policy — MESA pulls the relevant Shopify data and passes it to Perplexity to generate a clear, accurate answer. Your team and your customers get responses grounded in what's actually in your store right now.

### Research competitors and market trends without leaving your workflow

When a Shopify product, collection, or pricing decision is flagged for review, MESA triggers a Perplexity search and delivers the findings to your team through Slack, Google Docs, or Airtable. Your decisions are informed by current market context without manual research interrupting the workday.

### Enrich order and customer records with real-world context

When a new B2B customer or wholesale account places their first Shopify order, MESA passes their details to Perplexity to research the company and appends the findings to their record. Your team knows who they're dealing with before the first follow-up.

### 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 Perplexity 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

###### Create Chat Completion

Create a chat completion.

- Model  
- Role  
- Prompt  
- Search Mode  
- Reasoning Effort  
- Max Tokens  
- Temperature  
- Top P  
- Search Domain Filter  
- Return Images  
- Return Related Questions  
- Search Recency Filter  
- Search After Date Filter  
- Search Before Date Filter  
- Last Updated After Filter  
- Last Updated Before Filter  
- Top K  
- Stream  
- Presence Penalty  
- Frequency Penalty  
- Disable Search  
- Enable Search Classifier

## 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.

### Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST.

## Integrate Perplexity with Tally today.

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