Tally automations

7-day trial
Free templates
Setup included

MESA is the fastest way to connect Tally to everything you use — without writing code or hiring developers. Build workflows instantly by describing what you need, or choose from 300+ pre-made templates that solve common tasks. Multiply your impact without multiplying the work.

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Start when...
Personalize with built-in tools...
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Then, do this...

Ready to integrate Tally? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

Get started →

Or, build your own Tally workflow

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Tally docs in our knowledge base.

Popular use cases for automating Tally

Connecting Tally into workflows helps you get more done in less time.

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Data integration →

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.

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Order automation →

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.

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Customer experience →

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.

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Enterprise automation →

Log every form submission to your ops tools automatically

When a Tally form is submitted, MESA writes the response data to Airtable, Google Sheets, or a Google Doc. Your team has a running record of every submission without anyone copying responses out of a form inbox.

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AI powered automation →

Let AI qualify and act on form responses before your team sees them

Your AI assistant reads incoming Tally submissions — budget, intent, product fit — and determines the right next step: create a Shopify customer, flag for follow-up, or route to a specific workflow. Your team focuses on the leads worth their time.

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Need help?
Get help building any workflow.

Talk to experts that will help you personalize any template or build a custom workflow.

Request a workflow →

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Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
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

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Ongoing optimization

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.