Tally is a form builder that lets you create forms and surveys without code. The Tally connector lets your RShift Sites app create forms, list the forms in your Tally workspace, and fetch their submissions through the Tally API. It’s designed for apps that collect responses in Tally and work with them somewhere else, like dashboards, admin panels, and follow-up workflows.
Tally is available as an app + chat connector: one shared connection that works in the project chat while you build and in your published apps.
With Tally, your app can:
- List the forms in your Tally workspace
- Fetch submissions and question metadata for a form
- Create forms and manage form workflows
- Verify the connected account
Common use cases and example apps
| Example app | Example prompt | Description |
|---|---|---|
| Feedback dashboard | Use Tally and build a dashboard that shows the latest submissions from my feedback form. | Turn form responses into a live dashboard. The app fetches submissions from Tally and renders them as browsable, filterable feedback. |
| Lead follow-up tool | Use Tally and build an app that lists new leads from my contact form and lets me mark them as contacted. | Manage form leads inside your app. The app pulls contact-form submissions and tracks follow-up status for each lead. |
| Survey results explorer | Use Tally and build a results explorer that charts the answers from my customer survey. | Visualize survey answers. The app reads submissions and question metadata and turns them into charts and summaries. |
| Event registration manager | Use Tally and build an admin page that lists registrations from my event signup form. | Track event signups in one place. The app lists registrations with their answers so organizers can check people in. |
| Forms overview | Use Tally and build an overview page that lists all my Tally forms with submission counts. | Surface your Tally workspace in-app. The app lists your forms so you can jump to the right one quickly. |
| Instant submission alerts | Use Tally webhooks to show new submissions in my app the moment they arrive. | React to new submissions in real time. The app exposes an endpoint that receives Tally webhooks and updates the UI instantly. |
How to connect Tally
Who can create Tally connections depends on your plan and workspace settings. See Who can create connections and clients.
You can create multiple Tally connections using different API keys, which is useful for separating environments (for example, development and production) or connecting multiple Tally workspaces.
When the connection is created, you can link it to the projects where you want to use it. Anyone building in a project can ask RShift Sites in the project chat to link their project to it.
Prerequisites
Before connecting Tally, make sure you have:
- A Tally account
- A Tally API key
- Permission to create connections in your RShift Sites workspace (see Who can create connections and clients)
Step 1: Get a Tally API key
An API key lets your RShift Sites app authenticate with the Tally API.
To create a Tally API key:
Open your Tally settings
Sign in to Tally and go to Settings → API keys.
Create a key
Create a new API key and give it a descriptive name, for example RShift Sites integration.
Copy the key
Copy the key and store it securely. Tally API keys start with tly-.
See Tally documentation for more: Tally API reference.
Step 2: Connect Tally to RShift Sites
Open Tally in Connectors
Go to Connectors and select Tally.
Add a connection
Click Add connection.
Configure the connection
- Display name: name the connection, for example
Tally Prod. 2. API key: paste your Tally API key (it starts withtly-). Use Open Tally below the field to jump to the API keys settings if you need to generate one.
Choose who can use this connection
Under Sharing, the connection is private to you by default and shows a Private label. To share it, click Share with others. Then add workspace members by email, or click Invite entire workspace to make the connection available to everyone in your RShift Sites workspace.
See Who can use connections and clients for more information.
Connect
Click Connect. RShift Sites verifies the key against Tally before saving the connection.
When connected, anyone building in a project can ask RShift Sites in the project chat to link their project to Tally (based on configured connection-level access). Your RShift Sites apps can then create forms, list forms, and fetch submissions through the connector.
Limitations
The Tally connector cannot:
- Receive Tally webhooks through the connector. Configure Tally webhooks to call an endpoint in your app instead
- Refresh or rotate API keys automatically. To rotate, generate a new key in your Tally API keys settings and update the RShift Sites connection
- Support per-end-user Tally login. Each connection represents a single Tally account shared across all projects linked to it
Manage your {connector_0} connection
Connections are managed from Connectors: select {connector_0}, then open the connection.
- Unlink projects to remove {connector_0} access from specific projects while keeping the connection available for others. See Unlink projects from a connection for the steps.
- Delete the connection to remove it from the workspace entirely. Deleting is permanent. It removes the credentials from all linked projects, and app features that use {connector_0} stop working until a new connection is added. See Delete a connection for the steps and who can delete.