# Connect Shopify Partner to Tally and automate your tasks

MESA's Shopify Partner 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.

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★★★★★ 4.9 rating on Shopify App Store

## Why integrate Shopify Partner with Tally

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

### Track client store activity across your agency portfolio

When a significant event occurs in a client's Shopify store — a new order threshold, a product launch, a fulfillment issue — MESA surfaces it to your team through Slack or a shared dashboard. Your agency stays informed across every store without logging into each one separately.

### Automate client onboarding when a new store is provisioned

When a new store is added to your Shopify Partners account, MESA kicks off the right onboarding sequence — creating project tasks in ClickUp or Asana, notifying the assigned team member, setting up the client record in your CRM. Your agency's onboarding process runs consistently without manual coordination on every new engagement.

### Sync client store data with your reporting and ops tools

When store metrics, order volumes, or app usage change across your client portfolio, MESA pushes the relevant data to Google Sheets, Airtable, or a Google Doc. Your team tracks portfolio health from a single view without pulling reports from each store individually.

### 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 Shopify Partner 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.

### App Adjustment Transaction Created

Starts when a transaction corresponding to a refund, downgrade, or adjustment of an app charge is created.

- ID
- Created At
- App
- Charge ID
- Gross Amount
- Net Amount
- Shopify Fee

### App Credit Applied

Starts when an app credit is applied.

- Occurred At
- Type
- Shop
- App Credit

### App Credit Created

Starts when a transaction corresponding to an app credit is created.

### App Credit Failed

Starts when an app credit has failed.

- Occurred At
- Type
- Shop
- App Credit

### App Credit Pending

Starts when an app credit is pending.

- Occurred At
- Type
- Shop
- App Credit

### App Inst Reactivated

Starts when an app relationship is reactivated.

- Occurred At
- Type
- Shop
- Reactivated By

### App Installed

Starts when an app is installed.

- Occurred At
- Type
- Shop

### App Relationship Deactivated

Starts when an app relationship is deactivated.

- Occurred At
- Type
- Shop
- Deactivated By

### App Subscription Charge Accepted

Starts when an app subscription charge is accepted.

- Occurred At
- Type
- Shop
- Charge

### App Subscription Charge Activated

Starts when a store accepts billing charges.

- Occurred At
- Type
- Shop
- Charge

### App Subscription Charge Canceled

Starts when an app subscription charge is canceled.

- Occurred At
- Type
- Shop
- Charge

### App Subscription Charge Created

Starts when a transaction corresponding to an app subscription charge is created.

### App Subscription Charge Declined

Starts when an app subscription charge is declined.

- Occurred At
- Type
- Shop
- Charge

### App Subscription Charge Expires

Starts when an app subscription charge expires.

- Occurred At
- Type
- Shop
- Charge

### App Subscription Charge Frozen

Starts when an app subscription charge is frozen.

- Occurred At
- Type
- Shop
- Charge

### App Subscription Charge Unfrozen

Starts when an app subscription charge is unfrozen.

- Occurred At
- Type
- Shop
- Charge

### App Subscription's Capped Amount Updated

Starts when an app subscription's capped amount is updated.

- Occurred At
- Type
- Shop
- Charge

### App Uninstalled

Starts when an app is uninstalled.

- Occurred At
- Type
- Shop
- Description
- Reason

### 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

## Integrate Shopify Partner with Tally today.

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

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

MESA AI assistant

Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.
