# Connect Tally to Uploadery and automate your tasks

## Describe to build

### Activity reports

Fully supported

MESA's Tally to Uploadery integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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★★★★★ 4.9 rating on Shopify App Store

## Why integrate Tally with Uploadery

The Tally to Uploadery 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.

### Route customer-uploaded files to the right destination the moment an order is placed

When a customer uploads a file through Uploadery and places their order, MESA sends it to the right destination — a Google Drive folder, an Amazon S3 bucket, a Dropbox directory. Your production team has what they need without anyone manually retrieving files from the order dashboard.

### Alert your team the moment a custom order upload arrives

When a customer submits an Uploadery file with their order, MESA notifies the right person through Slack or email with the order details attached. Your production or design team knows a custom job has come in without monitoring the Shopify admin for new uploads.

### Create production tasks from Uploadery orders automatically

When an order with a customer upload is placed, MESA creates a corresponding task in ClickUp, Asana, or Airtable with the order details and file reference already included. Your team picks up the work without anyone transcribing custom order details by hand.

## Build any Tally and Uploadery 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.

###### Order Created

Starts when a Shopify order is created with an Uploadery file attached to one or more line items.

- Fields
  - Variant ID
  - Quantity
  - Title
  - Sku
  - Price
  - Properties
  - Applied Discount

###### 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

## Integrate Tally with Uploadery today.

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

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