# Connect Tally to Thanks.io and automate your tasks

### Why integrate Tally with Thanks.io

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

### 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.

### Send a handwritten postcard the moment an order is placed

When a Shopify order is placed, MESA triggers a Thanks.io postcard to the customer's shipping address automatically. Your store delivers a physical, personal touch without anyone writing or mailing a single card by hand.

### Reach lapsed customers with direct mail when digital channels go quiet

When a customer passes a re-engagement threshold in Shopify — no purchase in 90 days, a dropped loyalty tier, an unsubscribed email — MESA triggers a Thanks.io postcard to their address. Your win-back effort reaches them on a channel that doesn't compete with a crowded inbox.

### Send direct mail at the loyalty milestones that matter most

When a customer hits a VIP tier, a spend threshold, or a significant anniversary in Shopify, MESA triggers a Thanks.io card with a personalized message. Your best customers receive a physical acknowledgment at the moment it means the most without anyone manually curating the send list.

## Build any Tally and Thanks.io 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.

###### Create Preview

Create a preview of a postcard, notecard, or letter.
  
- Message  
- Handwriting Style  
- Type

###### Create Recipient

Create a recipient.
  
- Mailing List  
- Name  
- Address  
- Address 2  
- City  
- Province  
- Postal Code  
- Country  
- Dob  
- Custom1  
- Custom2

###### Delete Recipient

Remove a recipient.

###### List Build Image

Obtain a list of image builder.

###### List Handwriting Style

Obtain a list of handwriting styles.

- Handwriting Style ID  
- Name

###### List Image Template

Obtain a list of image templates.

- ID  
- User ID  
- Sub Account ID  
- Type  
- Name  
- Image  
- Canva ID  
- Default  
- Created At  
- Updated At

###### List Letters

Obtain a list of letters.

- ID  
- Lob ID  
- Title  
- Front Image URL  
- Front Thumbnail URL  
- Back Image URL  
- Back Thumbnail URL  
- Available  
- Default  
- Created At  
- Updated At

###### List Mailing List

Obtain a list of mailing lists.

- ID  
- User ID  
- Sub Account ID  
- Type  
- Description  
- File  
- Field Map  
- Shape Data  
- Total Recipients  
- Processed  
- Created At  
- Updated At  
- Leads Data  
- Deleted At

###### List Message Template

Obtain a list of message templates.

- ID  
- User ID  
- Sub Account ID  
- Handwriting Style ID  
- Name  
- Content  
- Default  
- Created At  
- Updated At  
- Type

###### Order Stats

Obtain a summary of stats for orders.

- Delivered  
- Processing  
- Printed  
- In Transit  
- In Local Area  
- Processed For Delivery  
- Re Routed  
- Returned To Sender  
- Failed  
- Total Cost  
- Total Requests  
- Total Sent

###### Retrieve Letter

Grab all details about the letter.

- ID  
- Lob ID  
- Title  
- Front Image URL  
- Front Thumbnail URL  
- Back Image URL  
- Back Thumbnail URL  
- Available  
- Default  
- Created At  
- Updated At

###### Retrieve Mailing List

Grab all details about a mailing list.

- Current Page  
- Data  
- First Page URL  
- From  
- Last Page  
- Last Page URL  
- Next Page URL  
- Path  
- Per Page  
- Prev Page URL  
- To  
- Total

###### Retrieve Order

Grab all details about an order.

- Order  
- Stats  
- Errors  
- Returned

###### Retrieve Recipient

Grab all details about the recipient.

- ID  
- Mailing List ID  
- Session ID  
- Name  
- Address  
- Address 2  
- City  
- Province  
- Postal Code  
- Country  
- Dob  
- Custom1  
- Custom2  
- Deliverability  
- Can Deliver  
- Created At  
- Updated At  
- Mailing List

###### Send Letter

Mail a letter to a customer.

- Center  
- Distance  
- Address Count  
- Cost

###### Send Notecard

Mail a notecard to a customer.

- Type  
- Message  
- Email Cc  
- Method  
- Style  
- Front Image  
- Transaction ID  
- Total Estimated Recipients  
- Authorization Total  
- Leads Fee  
- Envelope ID  
- Sub Account ID  
- Return Name  
- Return Address  
- Return Address 2  
- Return City  
- Return Province  
- Return Postal Code  
- Allow Share  
- Session ID  
- User ID  
- Updated At  
- Created At  
- ID  
- Display Status  
- Display Trigger  
- Handwriting Image  
- Share URL

###### Send Postcard

Mail a postcard to a customer.

- Type  
- Message  
- Email Cc  
- Method  
- Style  
- Front Image  
- Transaction ID  
- Total Estimated Recipients  
- Authorization Total  
- Leads Fee  
- Size  
- Sub Account ID  
- Return Name  
- Return Address  
- Return Address 2  
- Return City  
- Return Province  
- Return Postal Code  
- User ID  
- Updated At  
- Created At  
- ID  
- Display Status  
- Display Trigger  
- Handwriting Image

###### Update Recipient

Modify a recipient.

- Name  
- Address  
- Address 2  
- City  
- Province  
- Postal Code  
- Country  
- Dob  
- Custom1  
- Custom2

###### 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 Tally with Thanks.io today.

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