# Connect Smartrr to Tally and automate your tasks ## Why integrate Smartrr with Tally The Smartrr to Tally integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### Sync subscription data with your marketing and CRM tools When a customer subscribes, skips, or cancels in Smartrr, MESA updates their record across your connected platforms. Your email segments, loyalty program, and CRM always reflect current subscription status. ### Trigger retention workflows the moment a subscriber churns When a cancellation or failed payment happens in Smartrr, MESA kicks off the right response — a win-back email, a Slack alert, a tag update in Shopify. You catch churn signals before they become lost customers. ### Tag and segment subscribers based on their behavior As customers interact with their Smartrr subscription — upgrading, pausing, adding products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management. ### 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 Smartrr 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. ###### Payment Method Update Starts when a payment method is updated. ###### Subscription Activate Starts when a subscription is activated. ###### Subscription Cancel Starts when a subscription is cancelled. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Create Starts when a subscription is created. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Failed Payment Starts when a payment failed for a subscription. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Gift Starts when a subscription is gifted. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Pause Starts when a subscription is paused. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Send Now Starts when a subscription is sent now. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Set Next Date Starts when a subscription's next date is set. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Skip Starts when a subscription is skipped. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Successful Payment Starts when a successful payment was made for a subscription. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ###### Subscription Unskip Starts when a subscription is unskipped. - Total Estimated Tax - Total Discounts - Total Line Items Price - Total Line Items Price After Discount - Total Estimated Net - Total Shipping - Frequency Unit - Delivery Frequency - Payment Frequency - Shopify ID - ID - Upcoming Three Deliveries - Shipping Address - Variants - Status ------ ### 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 ### Activate Purchase Initiate a purchase. - Cust Rel ### Add Cancellation Reason Append a cancellation reason. - ID - Reason Type - Text - Action - Ui Idx - Discount - Has Customer Prompt - Is Archived ### Add Line Item To Purchase Append a line item to a purchase. - Selling Organization ### Add Loyalty Points to Customer Add loyalty points to an existing customer. Requires Smartrr's Excel plan. ### Apply Discount on Purchase Use a discount on a purchase. - Selling Organization ### Cancel Purchase Cancel a purchase. - Cust Rel ### Complete Historical Orders Sync Conduct a historical orders sync. ### Create Purchase State Create a purchase state. - Start Date - Shipping Info - Lines - Stripe Customer ID - Billing Address - Paypal Billing Agreement ID - Shopify Payment Method ID - Delivery Price - Billing Policy - Selling Plan ID - Status ### Delete Cancellation Reason Remove a cancellation reason. ### Delete Discount on Purchase Remove a discount on a purchase. - Selling Organization ### Get List of Addons Configs Obtain a list of addons configs. - Selling Plans ### Get List of Bill Audit History Obtain a list of bill audit history. - Bill ID ### Get List of Bills Obtain a list of bills. - St ### Get List of Bills by Shopify Subscription Id Obtain a list of bills by Shopify subscription id. - St ### Get List of Cancellation Reasons Obtain a list of cancellation reasons. - ID - Reason Type - Text - Action - Ui Idx - Discount - Has Customer Prompt - Is Archived ### Get List of Customer Portal Themes Obtain a list of customer portal themes. ### Get List of Customer Relationships Obtain a list of customer relationships. - ID - Created Date - Updated Date - Deleted At ### Get List of Events by Shopify Subscription Id Obtain a list of events by Shopify subscription id. - ID - Event Data - Created By - Event Date - Event Type ### Get List of Formatted Orders Obtain a list of formatted orders. - ID - Created Date - Updated Date - Deleted At - Cust Rel - Sts ### Get List of Orders Obtain a list of orders. - ID - Created Date - Updated Date - Deleted At - Cust Rel - Sts ### Get List of Orders by Shopify Subscription Id Obtain a list of orders by Shopify subscription id. - ID - Created Date - Updated Date - Deleted At - Cust Rel - Sts ### Get List of Payment Methods Obtain a list of payment methods. - ID - Created Date - Updated Date - Deleted At ### Get List of Purchasable Collections Obtain a list of purchasable collections. - ID - Created Date - Updated Date - Deleted At ### Get List of Purchasables Obtain a list of purchasables. - ID - Created Date - Updated Date - Deleted At ### Get List of Purchase State Line Items Obtain a list of purchase state line items. ### Get List of Purchase States Obtain a list of purchase states - Cust Rel ### Get List of Selling Plan Groups Obtain a list of selling plan groups. - Selling Plans ### Import Customer Relationship from Shopify Customer Bring in a customer relationship from a Shopify customer. - ID - Created Date - Updated Date - Deleted At ### Import Customer's Payment Methods from Shopify Bring in a customer's payment method from Shopify. - ID - Created Date - Updated Date - Deleted At ### Migrate Recharge Purchase State Migrate a Recharge purchase state. - ID - Created Date - Updated Date - Deleted At ### Pause Purchase Halt a purchase. - Cust Rel ### Remove Line Item from Purchase State. Delete line item from purchase state. - Selling Organization ### Retries Bill Retries a bill. - Cust Rel ### Retrieve Purchase State by Shopify Subscription Id Grab all details about purchase state by Shopify subscription id. - Selling Organization ### Retrieve Setup Status for Organization Get the setup status for an organization. - Selected Selling Plan ID - Has Product Selected - Snippets Theme ID - Rendering Theme ID - Is Setup Finished - Optimization ### Rollback Recharge Purchase State Revert a Recharge purchase state. - ID - Created Date - Updated Date - Deleted At ### Set Next Billing Date on Purchase Establish a next billing date on purchase. - Selling Organization ### Set Selling Plan on Purchase Establish a selling plan on purchase. - Selling Organization ### Skip Purchase Omit a purchase. - Selling Organization ### Swap Purchase State Line Items Swap the purchase state of line items. - Selling Organization ### Unskip Purchase Resume a purchase. - Selling Organization ### Update Address on Purchase State Modify address on purchase state. - Company - Shopify ID ### Update Cancellation Reason Modify a cancellation reason. - ID - Reason Type - Text - Action - Ui Idx - Discount - Has Customer Prompt - Is Archived ### Update Customer Portal Theme Modify a customer portal theme. - Theme Shopify ID - Updated Theme Properties ### Update External Subscription Dates on Purchase State Modify external subscription dates on purchase state. - External Subscription Created Date - External Subscription Cancelled At ### Update Line Item on Purchase State Modify the purchase state of a specific line item. - Price - Quantity ### Update Purchasable Theme Modify a purchasable theme. - Primary Color - Background Color - Button Text Color - Button Border Color - Button Background Color - Purchasable ID ### Update Setup Status for Organization Modify setup status for an organization. ### Update Shipping Price on Purchase State Modify shipping price on purchase state. - Price ## 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. ### Ongoing optimization 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. ## Integrate Smartrr with Tally today. Enjoy a 7-day free trial. Get your first workflow in minutes.