Smile.io to Tally Integration | MESA
Connect Smile.io to Tally and automate your tasks
Why integrate Smile.io with Tally
The Smile.io to Tally integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Keep loyalty data in sync with your marketing tools
When a customer earns or redeems points in Smile.io, MESA updates their record across your stack — email platform, CRM, Shopify tags. Every tool reflects where each customer stands in your program.
Enroll customers in your loyalty program automatically
When a customer meets a condition in Shopify — first purchase, spend threshold, product type — MESA adds them to Smile.io without any manual steps. Your program grows as your store does.
Trigger rewards at the moments that matter most
When a customer hits a milestone — a birthday, a VIP tier, a win-back window — MESA triggers the right Smile.io action and can notify them through your preferred channel. No manual monitoring required.
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 Smile.io 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.
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
Create Activity
Create an activity.
- Activity
Create Points Transaction
Add or remove points from a customer’s points balance by creating a points transaction.
Get List of Customers
Obtain a list of customers.
- ID
- First Name
- Last Name
- Date Of Birth
- Points Balance
- Referral URL
- Vip Tier ID
- State
- Created At
- Updated At
Retrieve Customer
Grab all details about a customer.
- ID
- First Name
- Last Name
- Date Of Birth
- Points Balance
- Referral URL
- Vip Tier ID
- State
- Created At
- Updated At
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 Smile.io with Tally today.
Enjoy a 7-day free trial. Get your first workflow in minutes.