Create or Update Shopify Customer from New Tally Submissions

Convert Tally form responses into Shopify customer profiles without lifting a finger. When someone fills out your Tally form, MESA automatically creates a new customer record in Shopify or updates an existing one with fresh information. Perfect for lead capture forms, newsletter signups, or customer feedback surveys that need to flow directly into your Shopify store's customer database.

🔧  Setup is needed:
🔌  Connect with Tally
➕  Configure your Tally form variables

Follow the steps below to set up this workflow.

Step 1

In the Tally Form Submitted trigger, connect with Tally.

To establish your connection, log in to your Tally account and then navigate to Settings. Then, click API keys.

Click the Create API key button and enter MESA for the API key name, then click Create.

Once your API key is generated, copy it and paste it into the API Key field in the Tally step of your MESA workflow. Then, click Add connection to complete the process.

Step 2

In the Form ID field of the Tally Form Submitted trigger, select your Tally form from the drop-down or enter the Form ID for MESA to monitor.

To find the Form ID, open your Tally form and check the URL — the ID is the code at the end. Example: https://tally.so/r/abc123XYZ → Form ID: abc123XYZ.

Then click Save.

Step 3

Expand the Manual run section within the trigger and select a record. Then, click  Run Step to pull data from your form. 

If no records are available, turn on your workflow and submit the form once. That submission will create a record you can use for testing.

Step 4

In the Shopify Search Customer step, locate the Parameters field.

In the value  email=&limit=1, click after email=.

Click the Insert Variable icon on the right and select the correct value for the Email field.

Step 5

In the Shopify Update Customer step, locate these fields.

- Email

- First Name

- Last Name

Select the correct variables for these fields.

Step 6

In the Shopify Create Customer step, locate these fields.

- Email

- First Name

- Last Name

Select the correct variables for these fields.

Step 7

Optional: Add a tag in the 'Update Customer' and/or 'Create Customer' actions if you want to track customers that were created or updated from a form submission.

Step 8

Click Save.

Step 9

At the top or bottom of the page, switch Off to On to turn on your workflow to start automating.

✋ Still have questions? We got you. Email us at contact@getmesa.com where actual humans are on standby, ready to help.