Integrations / Forms & Surveys
Connect Tally to WhatsApp: forms by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Tally once, then ask Flann to look things up in it or get work done in it, by text or voice note. When a response reads like a complaint, Flann does not bury it in a summary. It flags it, says why, and routes it to the right person on your team.
18 actions in Tally. 11 only look things up, and 7 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Tally
Send any of these on WhatsApp, in your own words. Flann finds the right Tally action and fills in the details from the conversation.
“Show me my forms in Tally.”
“Show me my form responses in Tally.”
“Show me my form questions in Tally.”
“Create a form in Tally.”
What Flann can work with in Tally
Tally gives Flann 18 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Forms | createdeletelook upupdate | 5 |
There are three ways to get forms work done in Tally. Side by side:
| Compare | Tally on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about forms | Filters and searches you run yourself | Only the look-ups someone built | 11 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 7 changes, made from a message |
| Tally records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Tally API key, once |
YesPartlyNo
Step by step: Tally jobs you can hand to Flann
Each step below names the Tally action Flann actually runs.
Create a form from a voice note
- You message Flann on WhatsApp: “Create a form in Tally with these details.”
- Flann runs
List Formsin Tally and shows you what it found. - Flann runs
Create Formin Tally. - Flann creates it in Tally and confirms in the chat.
Get answers about your users
- You message Flann on WhatsApp: “What is the latest on our users in Tally?”
- Flann runs
List Organization Usersin Tally and shows you what it found. - Nothing in Tally is changed: these are look-ups, so they run straight away.
Check your form responses from WhatsApp
- You message Flann on WhatsApp: “Show me where our form responses in Tally stand.”
- Flann runs
Get Form Responsesin Tally and shows you what it found. - Nothing in Tally is changed: these are look-ups, so they run straight away.
Repetitive Tally work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Quote requests sorted by promise
Today
Every quote request gets the same treatment, whether it is a large job or a curious browser. Your team spends as long on the small ones as on the big ones.
With Flann
“Which quote requests in Tally look worth a call today?”
Flann sorts the requests in Tally by what people told you: budget, timing, size of job. You get a short list with a line on why each one made it.
What you stop doing: Every enquiry stops looking equally urgent.
Thank-you notes after feedback
Today
People who leave detailed feedback rarely hear back. Writing to each one is a nice idea that never makes the list.
With Flann
“Thank everyone who left a comment this month, briefly and personally.”
Flann reads each comment in Tally and drafts a short thank-you that refers to what that person actually said. Negative comments are held back and flagged for you rather than thanked.
What you stop doing: Good feedback no longer goes unanswered for want of time.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Tally
- In Flann, go to Connectors and find Tally.
- Paste your Tally API key into the secure form Flann opens. You will find the key in your Tally account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Tally action itself.
Look-ups run as soon as you ask and change nothing in Tally. You can disconnect Tally from Connectors at any time.
Ways to use Tally with Flann
Make a quick form
Tell Flann what you want to ask. It prepares the form in Tally for you to check.
See new responses
Ask what came in today. Flann reads Tally and gives you the responses that need attention.
Know what customers think
Ask Flann to summarise the latest survey. It reads Tally and gives you the main points.
Everything Flann can do in Tally
The full list of Tally actions available to Flann once you connect it.
Looks up 11
- Get Form Details
- Get Form Responses
- Get User Info
- Get Webhook Events
- Get Workspace
- List Form Questions
- List Forms
- List Organization Users
- List Webhooks
- List Workspaces
- List Organization Invites
Changes 7
- Create Form
- Create Webhook
- Delete Form
- Delete Webhook
- Update Form
- Update Webhook
- Update Workspace
More Forms & Surveys apps Flann works with
FormbricksCommon questions
What can Flann do with forms in Tally?
Flann can create, delete, look up and update forms in Tally, using 5 actions (Create Form, Delete Form, Get Form Details, List Forms and more). Looking up runs straight away and changes nothing. The other actions create or change forms in Tally.
How does Flann connect to Tally?
Open Connectors in Flann, choose Tally and paste your Tally API key into a secure form. You will find the key in your Tally account settings. Once it is connected, Flann can use 18 actions in Tally.
Can I use Tally from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Tally for you. You do not need to open Tally.
Which Flann plan do I need for Tally?
Any of them. Every Flann plan includes Tally and every other app.