Manage forms with Tally

Databases
Form builder platform
Overview

The Tally integration connects Jet Admin to your Tally forms, so you can pull in submissions and manage form data directly from a Jet Admin app instead of the Tally dashboard. It's a lightweight way to route form responses into the rest of your business processes.

Once connected, Tally submissions can be joined to records in your own database, scoped by role, and routed through an approval step before a response moves forward. Every action is recorded in Jet Admin's audit log alongside the rest of your app's activity.

What you can do
List form submissions
Pull form submissions into a Jet Admin table.
Manage forms
View and manage the Tally forms connected to Jet Admin.
Export submissions
Pull submission data out for reporting or further processing.
Use Cases
Scenario
What it looks like
Centralize form data
Combine Tally submissions with the rest of your business data.
Route submissions into a workflow
Move a new submission into an approval or fulfillment process automatically.
Lightweight intake tied to your data
Use a simple Tally form as the front door to a larger Jet Admin process.

Key benefits

  • Centralized form data. Combine Tally submissions with the rest of your business data.
  • Automated routing. Move a submission into a workflow the moment it arrives.
  • Lightweight intake. Use Tally's simple forms as the front door to a Jet Admin process.
  • Full audit trail. Every action taken through Jet Admin is logged.

How to connect Jet Admin with Tally

  1. In Jet Admin, go to Data Sources and select Tally.
  2. Authorize Jet Admin to access your Tally account.
  3. Choose the forms Jet Admin should read submissions from.
  4. Test the connection to confirm Jet Admin can pull in submissions.
  5. Build a table, form, or action in Jet Admin using your Tally data.