ceven

Tally

Syncs every form submission into your CRM, triggers automated follow up sequences based on field values, and manages your form library across multiple workspaces.

Try Tally in Ceven

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Why use Ceven?

  1. AI native Tally integration

    • Describe the outcome and Ceven picks the right Tally calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Tally data, across all 18 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Tally access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Tally, when, and on whose behalf.
    • The agent pauses and asks when Tally is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Tally.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Tally action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Tally, and when to use it.

Create Form
Use this when you need to build a new form from scratch after defining the blocks and settings.
Create Webhook
Use this to send form submission data to an external URL in real time.
Delete Form
Permanently remove a specific form by its ID after confirming it is no longer needed.
Delete Webhook
Remove a specific webhook configuration using the webhook ID.
Get Form Details
Pull full metadata, block configurations, and stats for a specific form ID.
Get Form Fields
Retrieve the specific field definitions for a form to map them to other systems.
Get Form Responses
Pull all responses for a specific form, including paginated data for large sets.
Get Form Settings
Retrieve the configuration and settings for a specific form ID.
Get User Info
Pull account details for the authenticated user to verify permissions.
Get Webhook Events
Inspect the delivery history and events for a specific webhook.
List Forms
Pull a paginated list of all forms available to the authenticated user.
List Submissions
Pull a paginated list of all submissions for a specific form.
List Webhooks
Pull a list of all configured webhooks across all workspaces.
List Workspaces
Pull a list of all workspaces the authenticated user can access.
Update Form
Modify the details or settings of an existing form by its ID.
Update Workspace
Rename or update the details of a specific workspace by its ID.

16 actions · scroll to see them all

Frequently asked questions

Ceven acts as the listener for your Tally webhooks. When you use the Create Webhook action, Ceven generates a unique endpoint and registers it with Tally for your specific form. Every time a user submits that form, Tally pushes the payload to Ceven. Our agent then parses the JSON body, matches the field IDs to your defined workflow variables, and executes the downstream actions immediately. This means you do not have to poll the API for new responses, which reduces latency and ensures that your lead response time stays under a minute for every single entry.
Ceven can create the foundational structure of a form and define the blocks, but the highly visual conditional logic and advanced layout settings are best handled within the Tally editor. The API allows for the creation of forms and the updating of basic settings, but the intricate if this then that logic within the form builder itself is a proprietary visual experience. Use Ceven to automate the deployment of many similar forms or to manage the responses, while using the Tally interface for the fine grained design of complex logic jumps.
Tally imposes rate limits on their API to ensure stability. If Ceven encounters a 429 Too Many Requests error while pulling large sets of responses or listing many forms, the agent automatically implements an exponential backoff strategy. It will pause the execution, wait for the reset window to pass, and then retry the request. For very large data migrations, Ceven processes the requests in smaller batches to avoid triggering these limits, ensuring that your data sync completes without crashing the workflow or losing any individual submission records.
Yes. As long as the authenticated user has access to those workspaces, Ceven can list and switch between them. You can use the List Workspaces action to identify the correct ID and then scope your subsequent form or submission requests to that specific workspace. This is particularly useful for agencies that manage forms for multiple clients under one account. The agent can keep a mapping of client names to workspace IDs to ensure that data from one client never accidentally leaks into another client's CRM or reporting dashboard.
When you request a list of submissions or forms, Tally returns the data in pages to optimize performance. Ceven handles this pagination automatically in the background. When the agent calls Get Form Responses, it checks for the presence of a next page token in the response. If more data exists, it will continue to make sequential requests until the entire dataset is retrieved or until it reaches the limit you specified in your prompt. You see the final aggregated result in your workflow context without having to manage the cursors yourself.
Yes, the Update Form action allows the agent to modify existing form metadata and settings. This is useful for rotating the name of a form based on the current month or changing the visibility settings of a form based on an external trigger. For example, you can set a workflow that marks a form as inactive once a certain number of responses are collected. The agent retrieves the current form ID, applies the requested changes to the settings object, and pushes the update back to Tally to ensure the live form reflects the current state.
Yes, using the Get Form Fields action, Ceven can pull the exact internal IDs and labels for every field in your form. This is a critical step for ensuring data integrity. Instead of guessing which field is the email address or the phone number, the agent first fetches the field definitions to map the Tally internal keys to your system keys. This ensures that even if you rename a label in the Tally editor, the underlying ID remains mapped correctly in your Ceven workflow, preventing data from landing in the wrong columns.
Ceven does not act as a long term database for your Tally responses. It processes the data as it flows through the workflow. When a webhook fires or a read action is called, the data exists in the temporary execution context of the agent to perform the requested task, such as updating a record in Salesforce. Once the workflow completes, the data is cleared from the active memory. If you need a permanent archive of your responses, we recommend using Ceven to push every Tally submission into a dedicated data warehouse or a spreadsheet for long term storage.

Alternatives to Tally

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Typeform logoTypeformJotform logoJotformGoogle Forms logoGoogle Forms

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