Create Form
Tool to create a new form. Use after preparing block definitions and optional settings.
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Integrate Tally
with your AI CRM
Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.
Explore Triggers and Actions
Create Webhook
Tool to create a new webhook for a form. Use after confirming you have the form ID and the callback URL.
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Delete Form
Tool to delete a specific form identified by its ID. Use after confirming the form should be permanently removed.
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Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook ID.
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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.
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Get Form Responses
Tool to retrieve the responses of a specific form. Use after confirming the form ID and when paginated data is needed.
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Get User Info
Tool 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.
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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.
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Get Workspace
Tool to retrieve a single workspace by its ID with associated members. Use when you need to get detailed information about a specific workspace.
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List Form Questions
Tool to retrieve all questions from a specific form. Use when you need to list all questions and their structure after obtaining the form ID.
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List Forms
Tool to retrieve a paginated list of forms. Use when you need to list all forms accessible to the authenticated user.
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List Organization Invites
Tool to retrieve all pending invites in your organization. Use when you need to view or manage organization invitation status.
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List Organization Users
Tool to retrieve all users in an organization. Use when you need to list organization members or check user permissions.
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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.
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List Workspaces
Tool to retrieve a paginated list of workspaces. Use when you need to browse workspaces accessible to the authenticated user.
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Update Form
Tool to update form details. Use after confirming the form exists and obtaining its ID.
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Update Webhook
Tool to update an existing webhook configuration. Use when you need to modify webhook settings such as URL, event types, or enable/disable status.
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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.
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How the Tally integration works
The Tally integration connects your Dench AI CRM directly to Tally, so agents can read and act on your Tally data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
18 actions are available for agents to invoke on your behalf. Every call runs through Tally's own authorization, scoped to the account you connect.
Set up Tally in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Tally and click Connect — you'll authorize access through Tally's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Tally in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Tally integration work with Dench?
The Dench Tally integration connects your AI CRM to Tally, so AI agents can work with your Tally data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Tally via Dench?
The Tally integration currently exposes 18 actions, including Create Form, Create Webhook, Delete Form, Delete Webhook, Get Form Details, and Get Form Responses. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Tally to Dench?
No. You connect Tally from your Dench workspace using Tally's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Tally integration secure?
Connections are authorized through Tally's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Tally connection from your workspace settings at any time.