Connect Shopify Retail POS to Tally and automate your tasks

Why integrate Shopify Retail POS with Tally

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

Unify in-store and online customer records automatically

When a customer makes a purchase at your POS, MESA updates their Shopify customer profile with the transaction details. Your online and in-store history live in one record without anyone reconciling them manually.

Keep inventory accurate the moment a sale happens in store

When a product is sold at your POS, MESA updates stock levels across your connected tools — your online store, your warehouse system, your ops dashboard. Your inventory reflects reality in real time, not at the end of a sync cycle.

Trigger loyalty and marketing workflows from in-store purchases

When a customer buys in store, MESA kicks off the right next step — enrolling them in a Klaviyo flow, updating a Smile.io record, applying a Shopify tag. Your in-person sales feed the same retention engine as your online ones.

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 Retail POS 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.

POS Order Created

Starts when a POS order is created.

• ID
• Name
• Email
• Tags
• Note
• Note Attributes
• Line Items
• Customer
• Billing Address
• Shipping Address
• Current Total Price
• Current Subtotal Price
• Total Price
• Shipping Lines

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

Get List of POS Orders

Obtain a list of POS orders.

• ID
• Name
• Email
• Tags
• Note
• Note Attributes
• Line Items
• Customer
• Billing Address
• Shipping Address
• Current Total Price
• Current Subtotal Price
• Total Price
• Shipping Lines

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 Shopify Retail POS with Tally today.

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