Connect Rivo to Tally and automate your tasks

Why integrate Rivo with Tally

The Rivo 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 Rivo, 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 Rivo based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to Rivo and sets the right starting tier. Your loyalty 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 Rivo 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 Rivo 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 VIP Tier Updated

• ID
• Vip Tier ID
• Started At
• Internal Note
• External Note
• Customer
• Vip Tier

Loyalty Points Earned

• ID
• Points Amount
• Applied At
• Internal Note
• External Note
• Event Type
• Source
• Customer

Points Redemption Created

• Applied At
• Code
• Customer
• Expires At
• ID
• Name
• Points Amount
• Referred Email
• Refunded At
• Reward
• Terms Of Service
• Reward ID
• Source
• Used At

Get List of Form's Questions

Obtain a list of forms' questions.

• ID
• Type
• Title
• Is Title Modified By User
• Form ID
• Is Deleted
• Number Of Responses
• Created At
• Updated At

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's Points Balance

Create a points event to adjust a customer's points balance.

• Type
• ID
• Attributes

Create Points Redemption

Redeem a reward for points.

• Customer Identifier
• Reward ID
• Points Amount

Create Referral

Create a referral.

Get List of Customers

Obtain a list of customers.

• Type
• ID
• Attributes

Get List of Earning Rules

Obtain a list of earning rules.

• Type
• ID
• Attributes

Get List of Points Events

Obtain a list of points events.

• Type
• ID
• Attributes

Get List of Points Redemptions

Obtain a list of points redemptions.

• Type
• ID
• Attributes

Get List of Referrals

Obtain a list of referrals.

Get List of Rewards

Obtain a list of rewards.

• Type
• ID
• Attributes

Get List of VIP Tiers

Obtain a list of VIP tiers.

• Type
• ID
• Attributes

Retrieve Customer

Grab all details about a customer.

• Type
• ID
• Attributes

Retrieve VIP Tier

Grab all details about a VIP tier.

• Type
• ID
• Attributes

Update Customer

Modify a customer.

• Dob

Update Customer's VIP Tier

Update a customer's VIP tier.

• Vip Tier ID
• Internal Note
• Skip Email

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 Rivo with Tally today.

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