Connect Tally to Transform and automate your tasks

Why integrate Tally with Transform

The Tally to Transform 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.

Map order data to exactly what your CRM expects

The format Shopify uses for an order rarely matches what a CRM, ERP, or spreadsheet needs. Transform maps each field to the right key before the data moves, so every sync lands correctly.

Build custom notification content on the fly

Before MESA sends order data to a fulfillment partner, Transform maps each field to the exact format they expect. Wrong field names and missing values are fixed in the workflow, not in a support ticket.

Shape fulfillment payloads before they leave MESA

Build any Tally and Transform 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.

Transform Editor

Create a JSON, HTML, or text payload.

• Text

Transform Mapping

Map data to specific fields.

Transform Script

Write custom code to transform data.

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

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 Transform today.

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