Connect Tally to Twilio and automate your tasks

Why integrate Tally with Twilio

The Tally to Twilio 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 SMS notifications from Shopify order and fulfillment events

When an order is placed, shipped, or delivered in Shopify, MESA triggers the right Twilio SMS with the relevant details already populated. Your customers get accurate, timely messages on the channel they actually check without anyone manually initiating them.

Alert your team via SMS when a Shopify event needs immediate attention

When a high-value order comes in, a fulfillment exception occurs, or a VIP customer shows a churn signal, MESA sends a Twilio SMS to the right person on your team. Critical events reach the right person instantly without relying on someone checking email or Slack.

Trigger Shopify workflows from inbound Twilio SMS responses

When a customer replies to a Twilio message — confirming an order, requesting a change, responding to a survey — MESA reads the response and kicks off the corresponding action in Shopify. Your SMS channel becomes a two-way workflow trigger, not just an outbound notification pipe.

Build any Tally and Twilio 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.

Send SMS

Text a message to a phone number.

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 Twilio today.

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