Tally Connector

Connect Zenmako to Tally to access your forms and submissions. This enables AI to list your forms, view form questions, retrieve responses, and manage submissions.

Getting Your API Key

Tally uses API keys for authentication. Follow these steps to get yours:

  • Log in to your Tally account at https://tally.so
  • Click on your profile icon in the top-right corner
  • Select Settings from the dropdown menu
  • Navigate to the Integrations tab
  • Find the API section
  • Click Generate API key (or copy your existing key if you already have one)
  • Copy the API key

    • Store your API key securely. You can regenerate it at any time, but doing so will invalidate the previous key.

    Connecting Tally

  • Navigate to the Connections page in Zenmako
  • Click Add Connection and select Tally
  • Enter your credentials:
    • - API Key: Paste the API key you generated from Tally settings
  • Click Save
  • Click Test Connection to verify the setup works

    • If the test succeeds, your Tally connection is ready to use.

    Available Actions

    ActionDescription
    listFormsList all available Tally forms in your account
    getFormGet details of a specific form by its ID
    listQuestionsList all questions and fields in a form
    listSubmissionsList all submissions/responses for a form
    getSubmissionGet details of a specific form submission
    deleteSubmissionDelete a form submission (useful for removing spam or test entries)

    Example Prompts

    Try these prompts to interact with your Tally forms:

  • "List all my Tally forms"
  • "Show me the questions in my Contact Us form"
  • "Get all submissions for my feedback survey"
  • "How many responses did my registration form receive?"
  • "Delete the spam submission with ID xyz123 from my contact form"

    • Common Issues

    "Invalid API key" or "Unauthorized" error

    This typically means your API key is invalid or has been regenerated. Solutions:

  • Verify you copied the complete API key without extra spaces
  • Check if the API key was regenerated in Tally settings (this invalidates the old key)
  • Generate a new API key in Tally and update your connection in Zenmako

    • "Form not found" error

    The specified form ID may be incorrect or the form may have been deleted. Solutions:

  • Use the listForms action to see all available forms and their IDs
  • Verify the form still exists in your Tally account
  • Double-check the form ID for typos