Tally
Create and update forms, then read or delete submissions through Tally's versioned API
Connect Tally when a project needs to build forms or process their submissions. The connector exposes bounded form blocks and submission operations through Tally's versioned API.
Tally uses a shared project connection. Every published app user acts through the same Tally user and can reach the resources that user can access.
Availability
A Swarmz administrator must show Tally under Platform config > Integrations. Tally does not require Swarmz OAuth credentials. The workspace supplies its own Tally API key.
Connect Tally
- In Tally, open Settings > API keys and select Create API key. Copy the key when Tally displays it; it cannot be recovered later. Tally documents API-key ownership and access.
- In the Swarmz project, open Settings > Integrations and select Tally.
- Select Add connection, paste the key into API key, and select Save connection.
Tally keys inherit the user's resource permissions and are not currently fine-grained. Use a dedicated Tally identity when the connection should not reach every resource owned by a personal account. Swarmz encrypts the key and keeps it behind the connector gateway.
Available operations
| Operation | What it does | Limit per minute |
|---|---|---|
list_forms | Lists forms visible to the connected user | 30 |
get_form | Gets one form with blocks and settings | 30 |
create_form | Creates a blank, draft, published, or deleted-status form from bounded blocks | 10 |
update_form | Updates named form fields, blocks, settings, or status | 10 |
list_submissions | Lists up to 50 completed, partial, or all submissions | 30 |
get_submission | Gets one submission with question labels | 30 |
delete_submission | Deletes one submission from one form | 10 |
The current connector does not delete whole forms. Use update_form to change a form's supported status or remove the form in Tally.
Ask the AI to use Tally
- “Create a draft customer-intake form in Tally with name, work email, company, and consent fields.”
- “Build an internal dashboard that lists completed submissions for this form.”
- “Show a submission detail screen with the original question labels.”
- “Delete this test submission after I confirm the form and submission IDs.”
For notifications, the connector can poll list_submissions at a bounded interval. This release does not configure Tally webhooks, so the AI must not describe polling as an instant event notification.
Verify Tally
- List forms and confirm one known form name.
- Open that form and compare a question block in Tally.
- Create a disposable draft with a unique name and verify its blocks.
- Submit a test response, list completed submissions, and open the matching response.
- Delete the test submission and confirm it no longer appears.
Troubleshoot and recover
If setup is rejected, create a new Tally key and confirm its owner can open the required workspace and forms. If a form is missing, check the key owner's membership; Swarmz cannot access resources outside that identity.
If a submission query returns no records, confirm the Form ID and the selected filter: completed, partial, or all. If deletion fails, verify both the form and submission IDs before retrying.
To rotate the key, create a replacement in Tally, edit the Swarmz connection, and verify list_forms before deleting the previous key. To disconnect, select Remove in Swarmz and revoke the key in Tally.