Connect Tally to your AI agent

Productivity 18 actions available

Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.

We set up the connection using your own Tally account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Tally

Each one is a real action the agent can take on its own, the same things a person clicking around Tally could do. Read-only by default; write actions are confirmed against your policy.

  • Create Form Tool to create a new form. Use after preparing block definitions and optional settings.
  • Create Webhook Tool to create a new webhook for a form. Use after confirming you have the form ID and the callback URL.
  • Delete Form Tool to delete a specific form identified by its ID. Use after confirming the form should be permanently removed.
  • Delete Webhook Tool to delete a specific webhook. Use after confirming the webhook ID.
  • Get Form Details Tool to retrieve details of a specific form. Use when you need comprehensive form metadata by ID. Use after confirming the form ID to fetch its full configuration, blocks, and stats.
  • Get Form Responses Tool to retrieve the responses of a specific form. Use after confirming the form ID and when paginated data is needed.
  • Get User Info Tool to retrieve information about the authenticated user. Use when you need to confirm account-level details before proceeding. Returns account/workspace context only — not form-level access; follow up with TALLY_LIST_…
  • Get Webhook Events Tool to list events associated with a specific webhook. Use when you need to inspect delivery history after creating or listing a webhook.
  • Get Workspace Tool to retrieve a single workspace by its ID with associated members. Use when you need to get detailed information about a specific workspace.
  • List Form Questions Tool to retrieve all questions from a specific form. Use when you need to list all questions and their structure after obtaining the form ID.
  • List Forms Tool to retrieve a paginated list of forms. Use when you need to list all forms accessible to the authenticated user.
  • List Organization Invites Tool to retrieve all pending invites in your organization. Use when you need to view or manage organization invitation status.
  • List Organization Users Tool to retrieve all users in an organization. Use when you need to list organization members or check user permissions.
  • List Webhooks Tool to retrieve a paginated list of configured webhooks. Use when you need a full listing of webhooks across your accessible forms and workspaces.
  • List Workspaces Tool to retrieve a paginated list of workspaces. Use when you need to browse workspaces accessible to the authenticated user.
  • Update Form Tool to update form details. Use after confirming the form exists and obtaining its ID.
  • Update Webhook Tool to update an existing webhook configuration. Use when you need to modify webhook settings such as URL, event types, or enable/disable status.
  • Update Workspace Tool to update the details of a specific workspace identified by its ID. Use when you need to rename a workspace after confirming the workspace ID.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Tally, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Tally questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Tally's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Tally to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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