Add Tally to your AI agent
Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.
- Things your agent can do in Tally
- 18
Things your AI can do in Tally
Your FormWise AI can handle any of these in Tally — on its own, without you needing to click a button.
Create Form
PopularTool to create a new form. Use after preparing block definitions and optional settings.
Create Webhook
PopularTool to create a new webhook for a form. Use after confirming you have the form ID and the callback URL.
Delete Form
PopularTool to delete a specific form identified by its ID. Use after confirming the form should be permanently removed.
Delete Webhook
PopularTool to delete a specific webhook. Use after confirming the webhook ID.
Get Form Details
PopularTool 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.
Get Form Responses
PopularTool to retrieve the responses of a specific form. Use after confirming the form ID and when paginated data is needed.
Get User Info
PopularTool to retrieve information about the authenticated user. Use when you need to confirm account-level details before proceeding. Returns account/workspace context only — not form-level access; follow up with TALLY_LIST_FORMS to verify form access. Confirm the returned workspace and user context match the intended account before creating or modifying resources, as acting on the wrong context places resources in an unintended account. Do not expose sensitive response fields (e.g., tokens) in user-visible output.
Get Webhook Events
PopularTool to list events associated with a specific webhook. Use when you need to inspect delivery history after creating or listing a webhook.
Get Workspace
PopularTool to retrieve a single workspace by its ID with associated members. Use when you need to get detailed information about a specific workspace.
List Form Questions
PopularTool to retrieve all questions from a specific form. Use when you need to list all questions and their structure after obtaining the form ID.
List Forms
PopularTool to retrieve a paginated list of forms. Use when you need to list all forms accessible to the authenticated user.
List Organization Users
PopularTool to retrieve all users in an organization. Use when you need to list organization members or check user permissions.
Show 6 more things it can do
List Webhooks
PopularTool to retrieve a paginated list of configured webhooks. Use when you need a full listing of webhooks across your accessible forms and workspaces.
List Workspaces
PopularTool to retrieve a paginated list of workspaces. Use when you need to browse workspaces accessible to the authenticated user.
Update Form
PopularTool to update form details. Use after confirming the form exists and obtaining its ID.
Update Webhook
PopularTool to update an existing webhook configuration. Use when you need to modify webhook settings such as URL, event types, or enable/disable status.
Update Workspace
PopularTool 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.
List Organization Invites
Tool to retrieve all pending invites in your organization. Use when you need to view or manage organization invitation status.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Tally is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Tally, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Tally for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Tally work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Tally to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Tally in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Tally.
- 3
Hit "Connect"
Click "Connect Tally" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Tally
Build a quick AI Agent (it's like writing instructions, not code), and pick the Tally actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Tally for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Tally workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Tally users had before signing up
Do I need to know how to code?
Not even a little. If you can use Tally today, you can set this up. You'll connect Tally, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Tally login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Tally or delete everything any time.
What happens when Tally updates their app?
We handle it. When Tally adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Tally takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Tally — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Tally on FormWise
Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.
Connect Tally once and your FormWise AI gets 18 things it can do inside it. That means your AI can handle the Tally work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Tally? Take a look at tally.so.
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Stop doing the Tally work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.