# 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
- Email
- 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
- Email
- 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.