Beyond-Bot.ai + tally

Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to tally.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in tally.

Trigger Workflows

Start automated workflows in tally based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within tally.

Tally Create Form

Tool to create a new form. use after preparing block definitions and optional settings.

Tally Create Webhook

Tool to create a new webhook for a form. use after confirming you have the form id and the callback url.

Tally Delete Form

Tool to delete a specific form identified by its id. use after confirming the form should be permanently removed.

Tally Delete Webhook

Tool to delete a specific webhook. use after confirming the webhook id.

Tally Get Form Details

Tool to retrieve details of a specific form. use when you need comprehensive form metadata by id. use after confirming the form id to fetch its full configuration, blocks, and stats.

Tally Get Form Fields

Tool to retrieve the fields of a specific form. use when you need the form's field definitions after obtaining its id.

Tally Get Form Responses

Tool to retrieve the responses of a specific form. use after confirming the form id and when paginated data is needed.

Tally Get Form Settings

Tool to retrieve the settings of a specific form. use after confirming the form id. example: "get settings for form abc123."

Tally Get User Info

Tool to retrieve information about the authenticated user. use when you need to confirm account details before proceeding.

Tally Get Webhook Events

Tool to list events associated with a specific webhook. use when you need to inspect delivery history after creating or listing a webhook.

Tally List Forms

Tool to retrieve a paginated list of forms. use when you need to list all forms accessible to the authenticated user.

Tally List Submissions

Tool to list submissions for a specific form. use when you need to paginate through form submissions.

Tally List Webhooks

Tool to retrieve a paginated list of configured webhooks. use when you need a full listing of webhooks across your accessible forms and workspaces.

Tally List Workspaces

Tool to retrieve a paginated list of workspaces. use when you need to browse workspaces accessible to the authenticated user.

Tally Update Form

Tool to update form details. use after confirming the form exists and obtaining its id.

Tally Update Workspace

Tool to update the details of a specific workspace identified by its id. use when you need to rename a workspace after confirming the workspace id.