Connect Tally to Zendesk and automate your tasks

Why integrate Tally with Zendesk

The Tally to Zendesk 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.

Create Zendesk tickets from Shopify order events automatically

When an order is flagged — a failed fulfillment, a return request, a delayed shipment — MESA opens a ticket in Zendesk with the order details already attached. Your support team works the issue without hunting for context.

Keep Shopify customer data current when tickets are resolved

When a Zendesk ticket is closed or a resolution is logged, MESA updates the customer's record in Shopify — tags, notes, fields. Your store reflects what your support team learned without anyone syncing it manually.

Route support tickets based on order and customer details

When a ticket arrives in Zendesk, MESA reads the associated Shopify data — order value, customer tier, product type — and applies the right tags, priority, or assignee. Every ticket lands with the right team from the start.

Build any Tally and Zendesk 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.

Attachment Linked to Ticket Comment

Starts when an attachment is linked to a ticket comment.

• ID
• Subject
• Description
• Created At
• Updated At
• Status
• Priority
• Type
• Actor ID
• Requester ID
• Submitter ID
• Assignee ID
• Organization ID
• Group ID
• Brand ID
• Form ID
• External ID
• Is Public
• Tags
• Custom Status
• Via
• Event

Attachment Redacted from Ticket Comment

Starts when an attachment is permanently redacted from an existing comment on a ticket.

Comment Created

Starts when a comment is created.

Comment Made Private

Starts when a comment is made private.

Comment Redacted

Starts when a comment is redacted.

Ticket Agent Assignment Changed

Starts when a ticket is reassigned to another agent.

Ticket Brand Updated

Starts when a brand associated with the ticket is updated.

Ticket Created

Starts when a ticket is created.

• ID
• Subject
• Description
• Created At
• Updated At
• Status
• Priority
• Type
• Actor ID
• Requester ID
• Submitter ID
• Assignee ID
• Organization ID
• Group ID
• Brand ID
• Form ID
• External ID
• Is Public
• Tags
• Custom Status
• Via

Ticket Custom Field Updated

Starts when a ticket's custom field is updated.

Ticket Custom Status Updated

Starts when a ticket's custom status is updated.

Ticket Deleted

Starts when a ticket is deleted.

Ticket Description Updated

Starts when a ticket's description is updated.

Ticket Email CCs Updated

Starts when users are added or removed from a ticket.

Ticket External ID Updated

Starts when a ticket's external ID is updated.

Ticket Followers Changed

Starts when followers on a ticket are updated.

Ticket Form Updated

Starts when a ticket's form is updated.

Ticket Group Assignment Changed

Starts when a ticket is reassigned to another group of agents.

Ticket Merged

Starts when a ticket is merged.

Ticket Organization Updated

Starts when a ticket's organization is updated.

Ticket Priority Updated

Starts when a ticket's priority is updated.

Ticket SLA Policy Updated

Starts when a ticket's SLA policy is updated.

Ticket Status Updated

Starts when a ticket's status is updated.

Ticket Subject Updated

Starts when a subject is updated.

Ticket Updated

Starts when a ticket is updated.

Form Submitted

Starts when a form is submitted.

Add Tag to Ticket

Add a tag to a ticket.

• 0

Count Search Results

Get a number of items matching the search query.

• Count

Create Group

Create a group.

Create Organization

Create an organization.

• Organization

Create Ticket

Create a ticket.

• Ticket

Create Ticket Comment

Add a comment to a ticket.

• Ticket

Create User

Create a user.

• User

Delete Group

Remove a group.

Delete Organization

Remove an organization.

Delete Ticket

Remove a ticket.

Get List of Comments

Obtain a list of comments.

• Attachments
• Audit ID
• Author ID
• Body
• Created At
• HTML Body
• ID
• Metadata
• Plain Body
• Public
• Type
• Uploads
• Via

Get List of Groups

Obtain a list of groups.

• Created At
• Default
• Deleted
• Description
• ID
• Is Public
• Name
• Updated At
• URL

Get List of Organizations

Obtain a list of organizations.

• Count
• Next Page
• Organizations
• Previous Page

Get List of Tickets

Obtain a list of existing tickets.

• Allow Attachments
• Allow Channelback
• Assignee Email
• Assignee ID
• Attribute Value Ids
• Brand ID
• Collaborator Ids
• Collaborators
• Comment
• Created At
• Custom Fields
• Custom Status ID
• Description
• Due At
• Email Cc Ids
• Email Ccs
• Encoded ID
• External ID
• Follower Ids
• Followers
• Followup Ids
• From Messaging Channel
• Generated Timestamp
• Group ID
• Has Incidents
• ID
• Is Public
• Macro ID
• Macro Ids
• Metadata
• Organization ID
• Priority
• Problem ID
• Raw Subject
• Recipient
• Requester
• Requester ID
• Safe Update
• Satisfaction Rating
• Sharing Agreement Ids
• Status
• Subject
• Submitter ID
• Tags
• Ticket Form ID
• Type
• Updated At
• Updated Stamp
• URL
• Via
• Via Followup Source ID
• Via ID
• Voice Comment

Get List of Users

Obtain a list of users.

• Active
• Alias
• Chat Only
• Created At
• Custom Role ID
• Default Group ID
• Details
• Email
• External ID
• Iana Time Zone
• ID
• Last Login At
• Locale
• Locale ID
• Moderator
• Name
• Notes
• Only Private Comments
• Organization ID
• Phone
• Photo
• Remote Photo URL
• Restricted Agent
• Role
• Role Type
• Shared
• Shared Agent
• Shared Phone Number
• Signature
• Suspended
• Tags
• Ticket Restriction
• Time Zone
• Two Factor Auth Enabled
• Updated At
• URL
• User Fields
• Verified

Remove Tags from Ticket

Remove tags from a ticket.

• 0

Retrieve Group

Grab all details about a group.

• Created At
• Default
• Deleted
• Description
• ID
• Is Public
• Name
• Updated At
• URL

Retrieve Organization

Grab all details about an organization.

• Created At
• Details
• Domain Names
• External ID
• Group ID
• ID
• Name
• Notes
• Organization Fields
• Shared Comments
• Shared Tickets
• Tags
• Updated At
• URL

Retrieve Ticket

Grab all details about a ticket.

• Allow Attachments
• Allow Channelback
• Assignee ID
• Brand ID
• Collaborator Ids
• Collaborators
• Created At
• Custom Fields
• Custom Status ID
• Description
• Due At
• Email Cc Ids
• Encoded ID
• External ID
• Follower Ids
• Followup Ids
• From Messaging Channel
• Generated Timestamp
• Group ID
• Has Incidents
• ID
• Is Public
• Macro Ids
• Organization ID
• Priority
• Problem ID
• Raw Subject
• Recipient
• Requester ID
• Satisfaction Rating
• Sharing Agreement Ids
• Status
• Subject
• Submitter ID
• Tags
• Ticket Form ID
• Type
• Updated At
• URL
• Via
• Via Followup Source ID

Retrieve User

Grab all details about a user.

Search

Search for specific results.

• Count
• Facets
• Next Page
• Previous Page
• Results

Update Group

Modify a group's details.

Update Organization

Modify an organization's details.

Update Ticket

Modify a ticket's details.

• Ticket

Update User

Modify a user's details.

• User

Upload Files

Upload a file.

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

Not just software—partnership

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.

Ongoing optimization

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 Zendesk today.

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