# Connect Recall to Tally and automate your tasks

## Why integrate Recall with Tally

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

### Turn meeting transcripts into Shopify customer and order actions

When Recall.ai captures a sales or account call, MESA reads the transcript and updates the relevant Shopify customer record — notes, tags, lifecycle stage. What was said in the meeting becomes part of your customer data without anyone transcribing it manually.

### Create follow-up tasks from sales calls automatically

When a Recall.ai meeting ends, MESA extracts the commitments and next steps and creates tasks in ClickUp, Airtable, or Google Docs. Your team acts on what was agreed without relying on someone to write it up after the call.

### Alert your team when a call surfaces an urgent customer signal

When a Recall.ai transcript contains a churn signal, a complaint, or an upsell opportunity, MESA notifies the right person through Slack or email. Your team responds to what matters while the conversation is still fresh.

### 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 Recall 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.

###### Transcript Created
Starts when a transcript is created.
- Transcript ID
- Status
- Recording ID
- Created At
- Formatted Transcript
- Raw Transcript Data
- Download URL

###### 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 Bot
Create a bot.
- Meeting URL
- Bot Name
- Join Time

###### Get List of Bots
Obtain a list of bots.
- ID
- Meeting URL
- Bot Name
- Join At
- Recording Config
- Status Changes
- Recordings
- Automatic Leave
- Calendar Meetings
- Metadata

###### Get List of Transcripts
Obtain a list of transcripts.
- Transcript ID
- Status
- Recording ID
- Created At
- Download URL

###### Retrieve Bot
Grab all details about a bot.
- ID
- Meeting URL
- Bot Name
- Join At
- Recording Config
- Status Changes
- Recordings
- Automatic Leave
- Calendar Meetings
- Metadata

###### Retrieve Transcript
Grab all details about a transcript.
- Transcript ID
- Status
- Recording ID
- Created At
- Formatted Transcript
- Raw Transcript Data
- Download URL

## 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. Google Meet sessions for complex workflows.

## Integrate Recall with Tally today.
Enjoy a 7-day free trial. Get your first workflow in minutes.