Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.
Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services. On Nagent, Tally is exposed as a fully-configurable forms & surveys integration that any agent can call — 18 actions, and API_KEY, OAUTH2 authentication. No code is required to wire Tally into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Tally to automate the kinds of tasks forms & surveys teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Tally into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Tally, with input parameters and output schema. Drop these into any step of an agent built in Helix.
TALLY_CREATE_FORMTool to create a new form. Use after preparing block definitions and optional settings.
Input parameters
Title of the form.
Ordered list of blocks that make up the form (content blocks, question blocks, and child/option blocks). Each block object includes: uuid, type, groupUuid, groupType, payload.
Form status: BLANK or PUBLISHED. This field is required by the API. BLANK forms are inaccessible to users; use PUBLISHED for public access.
Optional form appearance and behavior settings.
Template ID to base the form on.
Workspace ID to create the form under. The API expects 'workspace_id' (snake_case), not 'workspaceId' (camelCase).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_CREATE_WEBHOOKTool to create a new webhook for a form. Use after confirming you have the form ID and the callback URL.
Input parameters
Callback endpoint URL for webhook notifications. Must be a publicly reachable HTTPS endpoint. FORM_RESPONSE events may be retried, so the handler should process payloads idempotently.
ID of the form to associate with the webhook.
List of event types that trigger the webhook. Currently only 'FORM_RESPONSE' is supported.
Optional list of custom HTTP headers to send with each webhook call.
Optional secret used to sign payloads for verification.
Optional external identifier for the subscriber.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_DELETE_FORMTool to delete a specific form identified by its ID. Use after confirming the form should be permanently removed.
Input parameters
The unique identifier of the form to delete.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_DELETE_WEBHOOKTool to delete a specific webhook. Use after confirming the webhook ID.
Input parameters
Unique identifier of the webhook to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_GET_FORM_DETAILSTool to retrieve details of a specific form. Use when you need comprehensive form metadata by ID. Use after confirming the form ID to fetch its full configuration, blocks, and stats.
Input parameters
The unique identifier of the form to retrieve details for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_GET_FORM_RESPONSESTool to retrieve the responses of a specific form. Use after confirming the form ID and when paginated data is needed.
Input parameters
Page number for pagination (>=1).
Number of submissions per page (>=1).
The unique identifier of the form to retrieve responses for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_GET_USER_INFOTool to retrieve information about the authenticated user. Use when you need to confirm account-level details before proceeding. Returns account/workspace context only — not form-level access; follow up with TALLY_LIST_FORMS to verify form access. Confirm the returned workspace and user context match the intended account before creating or modifying resources, as acting on the wrong context places resources in an unintended account. Do not expose sensitive response fields (e.g., tokens) in user-visible output.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_GET_WEBHOOK_EVENTSTool to list events associated with a specific webhook. Use when you need to inspect delivery history after creating or listing a webhook.
Input parameters
Page number for pagination, must be >= 1
Unique identifier of the webhook to list events for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_GET_WORKSPACETool to retrieve a single workspace by its ID with associated members. Use when you need to get detailed information about a specific workspace.
Input parameters
The unique identifier of the workspace to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_LIST_FORM_QUESTIONSTool to retrieve all questions from a specific form. Use when you need to list all questions and their structure after obtaining the form ID.
Input parameters
The unique identifier of the form to retrieve questions for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_LIST_FORMSTool to retrieve a paginated list of forms. Use when you need to list all forms accessible to the authenticated user.
Input parameters
Page number for pagination (>=1). Increment to iterate through all pages when total forms exceed one page.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_LIST_ORGANIZATION_INVITESTool to retrieve all pending invites in your organization. Use when you need to view or manage organization invitation status.
Input parameters
The ID of the organization to retrieve invites for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_LIST_ORGANIZATION_USERSTool to retrieve all users in an organization. Use when you need to list organization members or check user permissions.
Input parameters
The ID of the organization to retrieve users from
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_LIST_WEBHOOKSTool to retrieve a paginated list of configured webhooks. Use when you need a full listing of webhooks across your accessible forms and workspaces.
Input parameters
Page number for pagination (>=1).
Number of webhooks per page (1-100).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_LIST_WORKSPACESTool to retrieve a paginated list of workspaces. Use when you need to browse workspaces accessible to the authenticated user.
Input parameters
Page number for pagination (>=1).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_UPDATE_FORMTool to update form details. Use after confirming the form exists and obtaining its ID.
Input parameters
New name for the form.
Updated ordered list of blocks defining the form content.
The unique identifier of the form to update.
New status of the form.
Optional appearance and behavior settings for a form.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_UPDATE_WEBHOOKTool to update an existing webhook configuration. Use when you need to modify webhook settings such as URL, event types, or enable/disable status.
Input parameters
Callback endpoint URL for webhook notifications.
ID of the form to associate with the webhook.
Whether the webhook should be enabled or disabled.
Unique identifier of the webhook to update.
List of event types that trigger the webhook. Currently only 'FORM_RESPONSE' is supported.
Optional list of custom HTTP headers to send with each webhook call.
Optional secret used to sign payloads for verification.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
TALLY_UPDATE_WORKSPACETool to update the details of a specific workspace identified by its ID. Use when you need to rename a workspace after confirming the workspace ID.
Input parameters
The new name for the workspace.
The unique identifier of the workspace to update.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 50 agents privately built on Nagent that already use Tally.
Build on Nagent
Connect Tally to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Tally, and click "Connect Now." You'll authenticate with API_KEY, OAUTH2 — Nagent handles credential storage and refresh automatically. Once connected, Tally is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Tally is connected, you configure its 18 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Tally steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Tally event fires, the agent kicks off automatically.
Every Tally action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Tally ships with 18 pre-built forms & surveys actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Tally together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Tally-based workflows tailored to your business.