The Tally API offers a suite of automation capabilities for Tally, a form-building platform that allows users to create forms without needing to code. Leveraging this API within Pipedream can supercharge your data collection and processing. With Pipedream, you can react to form submissions in real-time, sync data to other services, and customize your workflows to suit various use cases including data analysis, lead capture, and feedback management.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
tally: {
type: "app",
app: "tally",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.tally.so/me`,
headers: {
Authorization: `Bearer ${this.tally.$auth.oauth_access_token}`,
"Accept": `application/json`,
},
})
},
})
Automated Lead Capture to CRM: Upon receiving a new form submission on Tally, trigger a workflow that automatically adds the respondent's details to your Customer Relationship Management (CRM) system. This keeps the sales team updated in real-time with fresh leads.
Dynamic Feedback Aggregation: Configure a Pipedream workflow to collect form submissions from Tally and insert them into Google Sheets. Apply further logic to categorize and analyze the feedback for actionable insights, which can then be reported to decision-makers.
Event Registration and Confirmation: Create an event registration form in Tally and set up a Pipedream workflow to send a personalized confirmation email via SendGrid to each registrant. Additionally, manage attendee lists and send reminders as the event date approaches.
Tally uses OAuth authentication. When you connect your Tally account, Pipedream will open a popup window where you can sign into Tally and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Tally API.
Pipedream requests the following authorization scopes when you connect your account:
user
forms
responses
webhooks
GET
https://tally.so/oauth/authorize
?
client_id={{oauth.client_id}}
&
redirect_uri={{oauth.redirect_uri}}
&
state={{oauth.state}}
&
response_type=code
&
scope={{oauth.space_separated_scopes}}
&
grant_type={{oauth.code}}
POST
https://api.tally.so/oauth/token
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
redirect_uri={{oauth.redirect_uri}}
&
grant_type=authorization_code
&
code={{oauth.code}}
POST
https://api.tally.so/oauth/token
content-type: application/x-www-form-urlencoded
accept: application/json
client_id={{oauth.client_id}}
&
client_secret={{oauth.client_secret}}
&
grant_type=refresh_token
&
refresh_token={{oauth.refresh_token}}