# 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.