Resources · Make integration

Tally Make integrationAutomate Tally with Make.

What happens to a Tally response after someone clicks submit? With the Tally Make integration, it can travel straight into the rest of your tools. Tally offers 2 modules in Make, one instant trigger and one search. This guide connects your account and walks you through a first working scenario.

Try the Tally integration on MakeSee the 2 modules

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What you can automate

What can the Tally Make integration do for you?

The Tally Make integration links your Tally forms to Make, a no-code tool where you build a scenario: an automation made of modules, each one a single brick such as a trigger or a search. Tally gives you two of those bricks. One fires as soon as a form is submitted, the other reads how a form is built.

Leads that reach sales without copy and paste. A contact form on your site feeds Watch New Responses, and the next module, from another app, writes the answers into your CRM or a sheet. If your base lives in Airtable, the Airtable Make integration page shows the other half of that flow.

Answers that keep their labels. List Fields Definitions returns the fields of a chosen form, so a later module knows which question each answer belongs to. Handy when a form changes and your destination columns need to follow.

Feedback that lands where the team already works. A survey response can become a message, a task or a row the moment it arrives, with no one checking the Tally inbox.

Keep the scope in mind: in Make, Tally only watches responses and lists field definitions. It does not create forms, edit them or delete responses, and there is no generic API call module to fill the gap. Tally may also be available in n8n; the n8n vs Make comparison lays out how the two tools differ, and the Make training covers scenario building from the ground up.

Connect

How do you connect your Tally account to Make?

  1. 01

    Add a Tally module

    You need a Tally account first. In your Make scenario, add any Tally module and click Create a connection. A connection is your Tally account linked to Make once, then reused by every Tally module you add later.

  2. 02

    Pick the connection type

    In the Connection type field, select Tally OAuth. You can type a label in Connection name if you manage several workspaces. Another route exists: choose Tally Personal API Key and paste a key created in Tally under Settings > API keys.

  3. 03

    Save and approve access

    Click Save. When Tally asks, sign in and confirm that Make may access your account. The connection then shows up in the module, and Make can list the forms it is allowed to read.

First scenario

Your first scenario with Tally

GoalWhen someone submits a Tally form, Make catches the response and fetches that form's field definitions so every answer has a clear label.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the big + to place your first module. Everything you build next hangs off this one.

  2. 02

    Add the Tally trigger

    Search for Tally and choose Watch New Responses. Click Create a webhook, then attach your connection. Make lists your forms, so you just pick the one to follow.

  3. 03

    Add the field lookup

    Click the + to the right of the trigger and add List Fields Definitions. Select the same form. Each item this module returns is a bundle: one field of the form, ready for the next step.

  4. 04

    Test with a real submission

    Click Run once, then fill in your Tally form in another tab. Back in Make, open the bubble above each module to read the bundles it received and check that the answers look right.

  5. 05

    Switch the scenario on

    When the test is clean, switch the scenario on. Each module run counts as one operation on your Make plan, so a submission uses one for the trigger and more for the lookup.

Triggers

What starts a Tally scenario

1 module starts a scenario when something happens in Tally. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Tally as soon as it happens.

Tally1Watch New Responses

Watch New Responses

Instant trigger

In Make“Triggers when a new form response is submitted.”

You get every new submission of the form you pick, pushed into Make with its answers, ready to be sent to a CRM, a sheet or a chat. It is the only way Tally starts a scenario, and the one almost every flow begins with.

How it fires
instant, Tally calls Make through a webhook as soon as a response is submitted, with no polling on a clock.
When to use it
a lead form, an event registration or a feedback survey whose answers must reach the team right away.
Watch out
click Create a webhook before Create a connection, otherwise the module has nothing to listen on.
Modules

What else Tally can do in Make

Tally gives you 1 module. For each one: what it does for you, when to reach for it, and what to watch out for.

Tally1

List Fields Definitions

Search

In Make“Lists all field definitions for the selected form.”

This search hands you the structure of a form: each of its fields comes back as a separate bundle, so the rest of the scenario knows what every question is. It reads the form itself, not the answers people gave.

When to use it
after Watch New Responses, when you want to map answers to clean column names or rebuild a table after the form was edited.
Watch out
a search can return many bundles, and each one triggers the modules after it, which adds operations on your plan.
Need help

Need help automating Tally with Make?

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FAQ

Tally and Make: common questions

01Is the Tally Make integration free?
Yes. Tally is a standard app in Make, so it works on the Free plan. That plan lets you keep 2 active scenarios, runs each execution for 5 minutes at most, handles files up to 5 MB and allows 512 MB of data transfer. Scheduled runs are spaced at least 15 minutes apart on Free, against 1 minute on paid plans, but Watch New Responses is instant and does not wait for that clock. Paid plans (Core, Pro, Teams, Enterprise) add unlimited active scenarios and a 40 minute execution window, with usage counted in operations per month.
02What do you need to connect Tally to Make?
A Tally account and a Make account are the only requirements. In a Tally module, click Create a connection, pick Tally OAuth, save, then approve access when Tally asks. If you prefer a key, create one in Tally under Settings, API keys, and choose Tally Personal API Key as the connection type. For the instant trigger, Make asks you to create a webhook before the connection. Once saved, the same connection serves both Tally modules, so you only go through this once.
03Does the Tally trigger in Make react in real time?
Yes. Watch New Responses is an instant trigger: Tally calls Make through a webhook as soon as someone submits the form, instead of Make checking on a schedule. In the editor it carries the lightning badge. That is why the module asks you to create a webhook first. The default 15 minute schedule of a new scenario only matters for scheduled triggers, which Tally does not have. As long as the scenario is switched on, each submission starts a run on its own.
04What if the Tally module you need is missing in Make?
It depends on the task. Tally in Make has 2 modules: Watch New Responses and List Fields Definitions. There is no Make an API Call module for Tally, so creating forms, editing them or deleting responses is out of reach from this app. For those needs, look at whether another app in your stack covers the step, or ask the team for help designing the workaround. Reading responses and form structure, on the other hand, is fully covered.
05Should you use Make or n8n for Tally?
It depends on what the rest of your stack needs. In Make, Tally gives you an instant trigger for new responses and a search that lists a form's fields, which covers the classic flow of sending answers somewhere else. The same app may also exist as an n8n node, so check which modules each tool offers for Tally and for the destinations you plan to use. Pick the platform where your whole flow, not just the form step, is available.
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