# Connect Skio to Tally and automate your tasks

## Why integrate Skio with Tally

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

### Sync Skio subscription data with your marketing and CRM tools

When a customer subscribes, skips, pauses, or cancels in Skio, MESA updates their record across your connected platforms — email platform, loyalty program, Shopify tags. Every tool reflects current subscription status without manual list updates.

### Trigger retention workflows the moment a subscriber churns

When a cancellation or failed payment occurs in Skio, MESA kicks off the right response — a win-back flow in Klaviyo, a Slack alert, a tag update in Shopify. You act on churn signals before they become lost customers.

### Tag and segment subscribers based on their Skio behavior

As customers interact with their Skio subscription — upgrading, pausing, swapping products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management between platforms.

### 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 Skio 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.

###### Discount Code Applied

Starts when a discount code is applied.

###### Order Placed

- Shopify Order ID
- Shopify Order Name
- Subscription ID
- Timestamp
- User Cognito Username
- User Email
- User Type
- Amount
- Code Platform ID
- Method
- Redeem Code
- Type

###### Product Updated

Starts when a product is updated.

- Price
- Product Title
- Product Variant ID
- Product Variant Title
- Quantity

###### Subscription Activated

Starts when a subscription is activated.

- Subscription ID
- Timestamp
- User Cognito Username
- User Email
- User Type

###### Subscription Cancelled

Starts when a subscription is cancelled.

- Subscription ID
- Timestamp
- User Cognito Username
- User Email
- User Type

###### Subscription Updated

Starts when a subscription is updated.

###### 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

## 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 Skio with Tally today.

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