Tally integration
Receive form submissions from Tally forms. Use Tally from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Submission - ZoftAgent or workflow decides what happens next
- Then in TallyCustom API Call
Zoft + Tally
What Zoft can do with Tally.
- 01Voice agentsA phone agent can use Tally actions such as Custom API Call during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Tally while it talks to the customer.
- 03WorkflowsStart a workflow when “New Submission” happens in Tally, or use Tally as any step on the canvas.
- 04AI employeesAn AI employee can find and use Tally actions on its own, and ask for your approval before it sends or changes anything important.
Actions 1
Things Zoft can do in Tally.
- Custom API CallMake a custom API call to a specific endpoint
Triggers 1
Events in Tally that can start a workflow.
- New SubmissionTriggers when a form receives a new submission
Setup
Connect Tally in three steps.
- 01ConnectChoose Tally in Connections and paste an API key from your Tally account.
- 02Put it to workAdd Tally as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
More forms and surveys integrations.
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Sign in with OAuthTypeformForms and surveys1 action · 1 trigger
FAQ
Tally on Zoft, answered.
What can Zoft do with Tally?
Zoft supports 1 action and 1 trigger for Tally. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Tally to Zoft?
Choose Tally in Connections and paste an API key from your Tally account.
Can a voice agent or chat agent use Tally?
Yes. Once Tally is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Tally without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.