Tally InstaCharts

Collect customer feedback when metric thresholds drop

When a key business metric crosses a threshold in InstaCharts, automatically add key contacts as respondents in Tally to gather feedback.

Try:

See all Tally + InstaCharts integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Tally Explore Tally →

Triggers
New form response

Fires when a form is submitted in Tally.

Survey completed

Fires when a respondent finishes a survey in Tally.

Response updated

Fires when an existing response is edited in Tally.

Actions
Create or update form

Creates or updates a form or survey in Tally.

Retrieve a response

Looks up a specific form response in Tally.

Add a respondent

Adds a respondent or contact to a form in Tally.

InstaCharts Explore InstaCharts →

Triggers
Report created

Fires when a new report or dashboard is created in InstaCharts.

Metric threshold crossed

Fires when a tracked metric in InstaCharts crosses a set threshold.

Scheduled report ready

Fires when a scheduled report finishes generating in InstaCharts.

Actions
Refresh dashboard

Creates or refreshes a dashboard in InstaCharts.

Export report

Exports a report from InstaCharts.

Send alert

Sends an alert when a metric changes in InstaCharts.

Refresh analytics dashboards upon survey completion When a survey is completed in Tally, automatically initiate a dashboard refresh in InstaCharts so real-time metrics stay accurate. See details
Fetch specific survey responses when reports are generated When a scheduled report is ready in InstaCharts, automatically retrieve the latest survey response from Tally to populate qualitative insights. See details

See all Tally + InstaCharts integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Collect customer feedback when metric thresholds drop” between Tally and InstaCharts?

Yes — describe it in the box above and Knit's Integrations Agent researches Tally and InstaCharts's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

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

How do InstaCharts and Tally work together?

Data collected from surveys in Tally can instantly initiate dashboard refreshes in InstaCharts, while performance metrics in InstaCharts can trigger targeted feedback outreach in Tally.

Can metric changes in InstaCharts collect feedback in Tally?

Yes, when key thresholds are crossed in InstaCharts, you can automatically add respondents in Tally to investigate operational changes.

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