# Connect Tally to Yotpo Loyalty and automate your tasks

## Why integrate Tally with Yotpo Loyalty

The Tally to Yotpo Loyalty 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.

### Keep loyalty status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

### Enroll customers in Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

### Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

## Build any Tally and Yotpo Loyalty 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.

###### Coupon Earned (Awarded)

Starts when a customer earns a discount.

- Topic
- Name
- Redemption
- Redemption Option
- Email
- Customer
- Perk

###### Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

- Topic
- Name
- Redemption
- Redemption Option
- Email
- Customer

###### Customer Anniversary Captured

Starts when a customer establishes their anniversary.

- Topic
- Name
- Email
- Customer

###### Customer Anniversary Occurred

Starts on a customer’s anniversary.

- Topic
- Name
- Email
- Customer
- Perk
- Redemption
- Redemption Option

###### Customer Birthday Captured

Starts when a customer establishes their birthday.

- Topic
- Name
- Email
- Customer

###### Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

- Topic
- Name
- Redemption
- Redemption Option
- Email
- Customer

###### Loyalty Donation Created

Starts when a loyalty donation is created.

- Topic
- Name
- Redemption
- At Checkout
- Is Pos
- Redemption Option
- Redemption Option ID
- Redemption Option Name
- Email
- Customer

###### Loyalty Opted In / Out

Starts when a customer opts in or out of a loyalty program.

- Topic
- Name
- Email
- Customer

###### On Customer's Birthday

Starts on a customer's birthday.

- Topic
- Name
- Email
- Customer
- Perk
- Redemption
- Redemption Option

###### Points Changed

Starts when a customer’s points are modified.

- Topic
- Name
- Email
- Customer
- Previous Balance
- Current Balance
- Difference
- Added Or Removed
- Points Changed Reason

###### Points Earned

Starts when a customer earns points.

- Topic
- Name
- Email
- Customer
- Perk

###### Points Reminder Triggered

Starts when a reminder about a customer’s points is triggered.

- Topic
- Name
- Email
- Customer
- Points Needed
- Redemption Option

###### Redemption Cancellation Request Received

Starts when a customer wants to undo their redemption and receive points back.

- Topic
- Name
- Point Redemption ID
- Reward Text
- Customer

###### Redemption Fell Below Threshold

Starts when a custom coupon is running low on uploaded coupon codes.

- Topic
- Name
- Redemption Option
- Redemption Option ID
- Redemption Option Name
- Number Of Unused Codes

###### Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

- Topic
- Name
- Email
- Customer
- Redemption Option

###### Referral Completed

Starts when a referral has been used.

- Topic
- Name
- Perk
- Email
- Referrer
- Referral Code
- Referred Customer

###### Referral Reminder Triggered

Starts after a certain amount of days that a referred customer had not submitted a purchase.

- Topic
- Name
- Email
- Referral Link
- Referral Code
- From
- Customer

###### Referral Shared

Starts when a customer shares a referral.

- Topic
- Name
- Email
- From
- Customer
- Referral Link

###### Tier Changed

Starts when a customer gets closer or farther from retaining their current tier and next tier.

- Topic
- Name
- Email
- Customer
- Vip Stats
- Vip Stats Needed Maintain
- Vip Stats Needed Next

###### Tier Earned

Starts when a customer meets the requirement for a new tier.

- Topic
- Name
- Email
- Customer
- New Tier
- Old Tier

###### Tier Lost

Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.

- Topic
- Name
- Email
- Customer
- Old Tier
- New Tier

###### Form Submitted

Starts when a form is submitted.

###### Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

###### Create or Update Customer

Create or modify a customer.

- ID
- Email
- First Name
- Last Name
- Phone Number
- Country Iso Code
- Has Account
- Opted In
- Opted In At
- Pos Account ID
- Tags

###### Create Order

Create an order made by a customer.

- Customer Email
- Customer ID
- Total Amount Cents
- Currency Code
- Order ID
- Status
- Created At
- Coupon Code
- Ip Address
- User Agent
- Ignore Ip Ua
- Discount Amount Cents
- Tags
- Clerk Employee ID
- Clerk Name
- Store Address
- Store City
- Store State
- Channel Type
- Items
- Customer

###### Create Point Redemption

Redeem a customer’s points for a specific redemption option.

- Customer External ID
- Customer Email
- Phone Number
- Redemption Option ID
- Delay Points Deduction
- Currency
- Points To Redeem

###### Create Refund

Create a refund.

- ID
- Order ID
- Total Amount Cents
- Items
- Item
- Currency

###### Delete Customer’s Anniversary

Remove customer’s set anniversary date.

###### Identify Referral Referrer

Create or find a referral link for an email address.

- ID
- Merchant ID
- Email
- Referral Link
- Referral Discount Code
- Reward Points
- Referral Receipts

###### List Active Campaigns

Obtain a list of active campaigns.

- ID
- Created At
- Updated At
- Details
- Expires At
- Type
- Username
- Share Text
- Entity ID
- Hashtags
- URL
- Question
- Title
- Display Order
- Default Email Body
- Reward Text
- Icon
- Cta Text
- Min Actions Required
- Action Name
- Ask Year
- Max Completions Per User

###### List Recently Updated Customer

Obtain a list of all customers who were updated in the last 7 days.

- Next Page Info

###### List VIP Tier

Obtain a list of VIP tiers.

- ID
- Name
- Description
- Points Multiplier
- Entry Threshold
- Retain Threshold
- Regain Threshold

###### Record a Customer Action

Create an action by a customer.

- ID
- Created At
- Updated At
- Merchant ID
- Customer ID
- Type
- Referral ID
- Ip Address
- User Agent ID
- Parent Perk ID
- Name

###### Redemption Options: Get Active Options

Obtain a list of redemption options available for customers to redeem.

- ID
- Name
- Description
- Icon
- Cost Text
- Amount
- Applies To Product Type
- Duration

###### Redemption Options: Get Redemption Code Data

Obtain a list of email addresses who have redeemed a discount.

- ID
- Code
- Third Party ID
- Email

###### Redemption Options: Upload Options

Transfer coupon codes to Yotpo Loyalty account.

- ID
- Name
- Description
- Icon
- Cost Text
- Amount
- Applies To Product Type
- Duration
- Type
- Discount Amount Cents
- Discount Rate Cents
- Discount Percentage
- Discount Type

###### Retrieve Customer

Grab all details about the customer.

- Total Spend Cents
- Total Purchases
- Perks Redeemed
- Last Purchase At
- Email
- Points Earned
- Points Balance
- Points Expire At
- First Name
- Last Name
- Last Seen At
- Thirty Party ID
- Third Party ID
- Pos Account ID
- Has Store Account

###### Retrieve Customer’s Anniversary by Email

Grab customer’s anniversary by email.

- Day
- Month
- Year

###### Send Referral Emails Referral Referrer

Share referral links by email to a list of email addresses.

###### Set Customer’s Anniversary

Establishes a customer’s anniversary.

###### Set Customer’s Birthday

Establish a customer’s birthday.

###### 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