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Marketing/draft-approve

Tally

Read Tally forms and submissions for follow-up workflows.

Install level
both

Tally setup needs one API key. PageLines uses it to read forms and submissions, then draft follow-up actions.

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What It Does

Read Tally forms and submissions, summarize leads, and draft CRM or email follow-up actions.

Demo Scenario

Turn new Tally demo-request submissions into a prioritized follow-up table.

API Reference

PageLines uses the provider's live API documentation as the source of truth for available actions, schemas, and version details.

View API docs
Sample conversation
user
Which Tally form submissions should I follow up on today?
agent
I reviewed recent Tally submissions and ranked them by calendar-fill value.

| Lead | Form answer signal | Priority | Suggested action |
|---|---|---:|---|
| Apex Ops | 12-person agency, Google Workspace | High | Send demo link and ask about calendar workflow |
| Northstar Studio | Needs client follow-up help | High | Add to CRM and draft owner reply |
| Solo consultant | Wants free plan | Low | Send self-serve onboarding note |