18 available actions
What your AI agent can do in Tally
Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 18 actions.
Common starting points
- Get Form DetailsTool to retrieve details of a specific form.
- Get Form ResponsesTool to retrieve the responses of a specific form.
- Create FormTool to create a new form.
- Create WebhookTool to create a new webhook for a form.
- Update FormTool to update form details.
- Update WorkspaceTool to update the details of a specific workspace identified by its ID.
Browse all 18 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 11 actions
- Get Form DetailsTool to retrieve details of a specific form.
- Get Form ResponsesTool to retrieve the responses of a specific form.
- Get User InfoTool to retrieve information about the authenticated user.
- Get Webhook EventsTool to list events associated with a specific webhook.
- Get WorkspaceTool to retrieve a single workspace by its ID with associated members.
- List Form QuestionsTool to retrieve all questions from a specific form.
- List FormsTool to retrieve a paginated list of forms.
- List Organization InvitesTool to retrieve all pending invites in your organization.
- List Organization UsersTool to retrieve all users in an organization.
- List WebhooksTool to retrieve a paginated list of configured webhooks.
- List WorkspacesTool to retrieve a paginated list of workspaces.
Create & communicateCreate records or send supported messagesView 2 actions
- Create FormTool to create a new form.
- Create WebhookTool to create a new webhook for a form.
Update & manageChange and manage existing recordsView 3 actions
- Update FormTool to update form details.
- Update WebhookTool to update an existing webhook configuration.
- Update WorkspaceTool to update the details of a specific workspace identified by its ID.
Remove & cancelRemove records or cancel supported workView 2 actions
- Delete FormTool to delete a specific form identified by its ID.
- Delete WebhookTool to delete a specific webhook.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Tally
How does the agent connect to Tally?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Tally?
The page above lists the 18 actions currently available through the Tally connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Tally included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Tally is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Tally to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.