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Integration

Automate with Tally

Tally makes form creation effortless. NVS handles everything after the submit button — creating CRM records, notifying teams, and triggering the right workflows for every response.

Use Cases

01

Contact Form — Instant CRM and Reply

Every Tally contact form submission creates a HubSpot contact, and the submitter receives an instant auto-reply with next steps and a Calendly booking link.

Trigger
Form Submitted
tally.trigger
Fires on every new Tally form submission.
Extract Form Fields
nvs.set
Name, email, message, and source page extracted from submission.
Create HubSpot Contact
hubspot.contact
Contact created with message and source tag.
Output
Send Auto-Reply
gmail.send
Immediate reply sent: thank you, expected response time, and Calendly booking link.
02

Job Application — Scoring and Routing

Job applications submitted via Tally are scored by AI and routed: high-scoring applications get a Slack alert to the hiring manager; others are logged to the ATS sheet.

Trigger
Application Submitted
tally.trigger
Fires when a job application Tally form is submitted.
Score Application
openai.gpt-4o
Application scored 1-10 against the job requirements from the form answers.
IF
Score >= 7?
nvs.condition
Separates strong candidates from lower-fit applications.
NO
Output
Log to ATS Sheet
google.sheets
Application logged with score, name, and role in the ATS tracking sheet.
YES
Notify Hiring Manager
slack.message
Hiring manager alerted: applicant name, role, score, and form response link.
Output
Log to ATS Sheet
google.sheets
High-priority tag applied in the ATS tracker.
03

Event RSVP — Attendee Sheet and Confirmation

Every Tally event RSVP creates a row in the attendee tracking sheet and sends a personalized confirmation email with event details and calendar invite.

Trigger
RSVP Submitted
tally.trigger
Fires when a Tally event RSVP form is submitted.
Extract Attendee Data
nvs.set
Name, email, dietary requirements, and session preference extracted.
Add to Attendee Sheet
google.sheets
Attendee row appended to the event tracker with all RSVP fields.
Output
Send Confirmation Email
gmail.send
Confirmation sent with event agenda, location, and Google Calendar invite link.

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