BoloForms Tally

BoloForms + Tally Integrations

Put BoloForms + Tally to work with AI and enterprise-grade automation

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See the kind of workflows teams build with BoloForms and Tally below — describe the exact one you want above and the Agent builds it on demand.

BoloForms + Tally When a template response is submitted in BoloForms, sync the submission details to Tally.
Send signature requests upon form completion When a user completes an intake or agreement form in Tally, automatically generate and send an envelope for signature using BoloForms. See details
Mark respondent status as completed when documents are signed When an envelope is fully signed in BoloForms, automatically update the matching respondent profile in Tally to reflect completed compliance. See details
Update survey records when a document signature is declined If a client declines to sign an envelope in BoloForms, automatically update their survey record in Tally so team members can address objections. See details

Browse the full workflow library →

Looking to achieve something else with BoloForms and Tally?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for BoloForms and Tally

Everything BoloForms and Tally can do inside a workflow — the triggers that start one and the actions that run when it fires.

BoloForms Explore BoloForms →

An electronic signature and document approval tool designed to collect legally binding e-signatures on digital documents.

Triggers
New Form Response

Triggers when a new form response is filled.

New Signature Completed

Triggers when a PDF document is signed by all.

New Template Response

Triggers when a new form template response is filled.

Actions
Send Templates for Signature

Use this action to send a template for signature, you can also send variables as well.

Send Form

Use this action to send your form to someone

Tally Explore Tally →

Tally is a web form builder that allows users to create online forms and surveys using a simple text-like interface.

Knit's Integrations Agent builds Tally's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Tally's API.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about BoloForms + Tally

Is there a pre-built BoloForms + Tally automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches BoloForms and Tally's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built BoloForms or Tally connector?

No. The Agent works whether or not BoloForms or Tally already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting BoloForms to Tally speed up document collection?

When prospective clients or recruits complete an intake form in Tally, you can automatically send them a personalized signature envelope through BoloForms.

Can document signing events update my survey records?

Yes, once an envelope is completed, voided, or declined in BoloForms, the corresponding respondent record in Tally can be updated automatically.

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