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Tally.so Integration2026-11-01T12:20:00+00:00

Tally.so

Tally.so integration for repair shops

Tally.so is an online form builder that customers finish easily, on your website or behind a link. The Tally.so integration for repair shops turns every submission into a BytePhase lead or self check-in seconds after it is sent. Setup is one webhook URL and a guided field mapping, with no code.

  • Enquiries that enter themselves
  • Mapping from one test submission
  • Signed deliveries you can verify
  • Self check-ins that become jobs in one click

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Why it matters

What the Tally.so integration does for your shop

Tally.so is not TallyPrime: Tally.so is an online form builder, and TallyPrime is accounting software from a different company. This page is about the form builder. Connecting is a paste, not a project: BytePhase gives you a unique webhook URL, you drop it into your Tally.so form’s webhook settings, map the fields from one test submission and press Activate. The integration costs nothing extra; leads and self check-ins come with the Standard and Enterprise plans and the free trial.

Tally.so responses exported to CSV and re-typedEvery submission lands in BytePhase by itself, seconds after it is sent.
“Did anyone follow up on last week’s enquiries?”Each response becomes a lead or self check-in assigned to Reception.
Duplicate customers every time someone fills the form againA duplicate policy matches by email or mobile and skips or creates.
A developer wiring form fields to CRM fieldsPoint-and-click mapping, auto-matched from a real test submission.
Anyone who finds the URL posting junk into your pipelineA signing secret lets BytePhase verify each delivery came from Tally.so.
Answers vanishing when you add a questionAnswers you never mapped are kept on the record as custom fields.
How it works

Connect Tally.so with one webhook URL

  1. 1

    Choose what to create

    Pick Lead or Self check-in for the form. Need both? Add a second form and it gets its own URL.

  2. 2

    Paste the webhook URL into Tally.so

    Copy your unique webhook URL from BytePhase into your Tally.so webhook settings, and generate the optional signing secret for verified deliveries.

  3. 3

    Submit one test and map fields

    BytePhase detects every field, matches the obvious ones, and you point the rest at BytePhase fields.

  4. 4

    Set duplicates and activate

    Choose skip or create for repeat customers and press Activate. Nothing goes live before that.

    Tally.so setup guide

In detail

From Tally.so response to repair job

1LabelsAnswers matched by question label
2Options as textDropdowns and checkboxes arrive as wording
3Hidden fieldsCampaign or source captured

Every Tally.so answer, understood

BytePhase matches answers by the question’s label and turns Tally.so’s option IDs back into the text your customer chose. Several ticked checkboxes arrive as one comma-separated value, file uploads arrive as links, empty answers are left out, and hidden fields such as campaign or source are captured.

1LeadAn enquiry with device details
2Self check-inA device intake with serial, accessories and pickup
3One clickConvert a check-in into a full job

A lead to chase or a check-in that becomes a job

A repair booking form can create self check-ins while a quote request form creates leads. Each response becomes a lead with device details ready to follow up, or a self check-in with serial, accessories and pickup that Reception converts into a full job in one click.

1SignedOptional cryptographic signature on every delivery
2Hashed keyShown once, masked thereafter
3RotateThe old URL stops working at once

Deliveries you can trust

Switch on the optional signing secret and Tally.so signs every delivery, which BytePhase verifies before accepting it. The key in the webhook URL is shown once, stored as a hash and can be rotated at any time.

1Custom fieldsUnmapped answers preserved
290-day logRaw and mapped payloads
3RetryOne click, plus alerts on repeated failures

Nothing lost, everything logged

Unmapped answers are kept as custom fields, and re-deliveries of the same response never create a second record. Every submission is logged with its raw and mapped payloads for 90 days, with one-click retry and alerts when deliveries keep failing.

Also in the Tally.so integration

Not TallyPrimeA form builder, not the accounting software
Several formsEach Tally.so form ID mapped on its own
Duplicates by policySkip or create, matched by email or mobile
Contact field requiredBefore a form can go live
Test before going liveResponses are only logged until you Activate
Rate-limitedEvery request scoped to your shop
2,000+repair businesses
920,500+repairs tracked
40+countries
4.9 ★Capterra · 16 reviews
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Tally.so integration FAQ

How do I connect Tally.so to BytePhase?2026-11-01T12:20:01+00:00

Copy your unique webhook URL from BytePhase and paste it into your Tally.so form’s webhook settings. Then submit one test response — BytePhase detects your fields automatically, you map them, choose whether submissions become leads or self check-ins, and press Activate.

Is Tally.so the same as TallyPrime?2026-11-01T12:20:01+00:00

No, and this catches people out. Tally.so is an online form builder. TallyPrime is Indian accounting software — a different product from a different company. The BytePhase integration on this page is Tally.so, the form builder.

Which BytePhase plans include the Tally.so integration?2026-11-01T12:20:01+00:00

You can connect it on every BytePhase plan, and the integration itself costs nothing extra. Each submission becomes a lead or a self check-in, and both of those are part of the Standard and Enterprise plans (and the 15-day free trial), so you need one of those to work with what comes in. Compare plans on the pricing page.

Do I need Zapier or a developer to connect Tally.so?2026-11-01T12:20:01+00:00

No. The connection is a direct webhook from Tally.so to BytePhase — no middleware, no code. Setup is copying one URL and clicking through a guided mapping screen.

What does a Tally.so submission become in BytePhase?2026-11-01T12:20:01+00:00

Your choice per form: a lead — an enquiry with contact and device details ready to follow up — or a self check-in, a device intake that Reception converts into a full job in one click.

How is the Tally.so webhook secured?2026-11-01T12:20:01+00:00

The webhook URL carries a key that is shown once and stored only as a hash, and you can set a signing secret so Tally.so signs every delivery and BytePhase verifies the signature before accepting it. Every request is rate-limited and scoped to your shop alone, and rotating the key instantly retires the old URL.

Will Tally.so resubmissions create duplicate records?2026-11-01T12:20:01+00:00

No. Tally.so sends a submission id with every delivery and BytePhase keys on it, so a retried or re-sent response updates the same record instead of creating a second one. Genuinely new submissions from the same customer follow the duplicate policy you set.

What happens if I rename a question in my Tally.so form?2026-11-01T12:20:01+00:00

BytePhase matches Tally.so answers by the question’s label, so a renamed question arrives under its new name and its answer no longer lands in the BytePhase field you picked. After renaming, submit the form once and map the question again. If it was the name, email or mobile number question, check the Activity screen for failed submissions and retry them.

How do Tally.so checkboxes, dropdowns and file uploads arrive in BytePhase?2026-11-01T12:20:01+00:00

BytePhase turns Tally.so’s option IDs back into the text your customer chose, so a dropdown arrives as its wording and several ticked checkboxes arrive as one comma-separated value. File uploads arrive as links. Empty answers are left out. You then map each question to a BytePhase field in the Match fields step.

How do I test the Tally.so integration before going live?2026-11-01T12:20:01+00:00

Open your form on tally.so and submit it once. The questions are captured in the BytePhase setup wizard for mapping. Until you press Activate, submissions are only logged as Received and nothing is created. After activating, you can retry that parked test from the Activity screen, or use Send test there to confirm a record is created.

Can I connect several Tally.so forms to one BytePhase account?2026-11-01T12:20:01+00:00

Yes. BytePhase tells forms apart by Tally.so’s form ID, so one Tally.so integration can carry several forms, each mapped on its own. A repair booking form can create self check-ins while a quote request form creates leads. Each form also has its own rule for when the customer already exists. Use Add another form to connect the next one.

Ready to connect Tally.so?

Start your 15-day free trial and turn your next Tally.so response into a lead or a repair job.

15-day free trial · 30-day money-back guarantee

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Last updated: 1 November 2026

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