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Tally integration

Form builder that works like a document, for surveys, signups, quizzes and payments. Connect Tally to OLODESK and use it in the apps and automations your business runs on.

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Category
Forms & surveys

Popular ways to use Tally

Start with one of these, or describe your own.

A signup that books the session

A Tally signup creates the client record, books their session and sends a welcome email under your name.

Payments filed with the answers

When someone pays through a Tally form, the payment and their answers land together on their client record.

Quiz scores pick the follow-up

Tally quiz scores decide which email or text goes out next, so each person gets a follow-up that fits their answers.

How to connect Tally

  1. Request Tally

    In your portal’s Integrations tab, press Request access next to Tally. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Tally, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Tally data in ChatGPT. AI on OLODESK

More forms & surveys apps

  • Google FormsForms & surveys

    Build quick forms, quizzes and surveys, with responses collected in a sheet.

  • TypeformForms & surveys

    Conversational forms and surveys that ask one question at a time and collect answers.

  • JotformForms & surveys

    Online form builder for order forms, registrations, applications, payments and surveys.

  • Gravity FormsForms & surveys

    WordPress plugin for building contact, order and registration forms on your own site.

  • WPFormsForms & surveys

    WordPress plugin for contact, payment, survey and signup forms built by dragging fields.

  • Cognito FormsForms & surveys

    Online forms with calculations, payments, repeating sections and saved entries.

See all forms & surveys apps

Tally integration FAQ

Do I need my own Tally account?

Yes. You connect the Tally account your business already uses.

Which plans include the Tally integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Tally account?

Yes. Connect as many as you need and choose which one each system uses.

Put Tally to work

Start your Free trial, then request Tally on Business Starter or Business Pro.

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