# 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.