tally-forms

name	tally-forms
description	Manage Tally forms, submissions, respondents, fields, and form workflow data via the Tally API. Use this skill when users want to list forms, inspect submissions, review field data, create forms, or automate Tally form workflows.

Tally

Manage Tally forms, submissions, respondents, fields, and form workflows from chat via the Tally API.

This skill uses ClawLink for hosted connection flows and credentials so you do not need to configure Tally API access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Tally
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Tally

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│   Tally API      │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘
         │                       │                       │
         │  1. Install Plugin    │                       │
         │  2. Pair Device       │                       │
         │  3. Connect Tally     │                       │
         │                       │  4. Secure Token      │
         │                       │  5. Proxy Requests    │
         │                       │                       │
         ▼                       ▼                       ▼
   ┌──────────┐           ┌──────────┐           ┌──────────┐
   │  SKILL   │           │ Dashboard│           │  Tally   │
   │  File    │           │ Auth     │           │  Account │
   └──────────┘           └──────────┘           └──────────┘

Install

Install the verified ClawLink plugin from ClawHub. After the user confirms, complete the full setup so ClawLink tools are visible in the next OpenClaw chat.

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Then tell the user: "OpenClaw has been restarted. Send /new as a standalone message to start a fresh chat, then ask for Tally again."

Quick Start

# List all forms
clawlink_call_tool --tool "tally_list_forms" --params '{}'

# Get form details
clawlink_call_tool --tool "tally_get_form" --params '{"form_id": "FORM_ID"}'

# List submissions for a form
clawlink_call_tool --tool "tally_list_submissions" --params '{"form_id": "FORM_ID"}'

Authentication

All Tally tool calls are authenticated automatically by ClawLink using the user's connected Tally account OAuth token.

No API token is required in chat. ClawLink stores the OAuth token securely and injects it into every Tally API request on the user's behalf.

Getting Connected

1. Install the ClawLink plugin (see Install above).
2. Pair the plugin with clawlink_begin_pairing if it is not configured yet.
3. Open https://claw-link.dev/dashboard?add=tally and connect Tally.
4. Call clawlink_list_integrations to verify the connection is active.

Connection Management

List Connections

clawlink_list_integrations

Response: Returns all connected integrations. Look for tally in the list.

Verify Connection

clawlink_list_tools --integration tally

Response: Returns the live tool catalog for Tally.

Reconnect

If Tally tools are missing or the connection shows an error:

1. Direct the user to https://claw-link.dev/dashboard?add=tally
2. After they confirm, call clawlink_list_integrations to verify
3. Then call clawlink_list_tools --integration tally

Security & Permissions

• Access is scoped to forms and data accessible to the connected Tally account.
• Write operations (create form, delete submission) require explicit user confirmation.
• Submission data may contain personal information — handle in accordance with privacy best practices.
• Confirm before making bulk changes to form settings or deleting submissions.

Tool Reference

Forms

Tool	Description	Mode
tally_list_forms	List all forms accessible to the account	Read
tally_get_form	Get form details including fields and settings	Read
tally_create_form	Create a new form	Write
tally_update_form	Update a form's name, fields, or settings	Write
tally_delete_form	Permanently delete a form	Write
tally_duplicate_form	Duplicate an existing form	Write
tally_archive_form	Archive a form	Write
tally_unarchive_form	Unarchive a form	Write

Submissions

Tool	Description	Mode
tally_list_submissions	List submissions for a form with pagination	Read
tally_get_submission	Get a specific submission with all field values	Read
tally_delete_submission	Permanently delete a submission	Write
tally_mark_submission_as_read	Mark a submission as read	Write
tally_mark_submission_as_unread	Mark a submission as unread	Write
tally_get_submission_count	Get the number of submissions for a form	Read

Respondents

Tool	Description	Mode
tally_list_respondents	List all respondents to a form	Read
tally_get_respondent	Get a specific respondent's information	Read

Fields

Tool	Description	Mode
tally_list_fields	List all fields for a form	Read
tally_create_field	Add a new field to a form	Write
tally_update_field	Update a field's label, options, or settings	Write
tally_delete_field	Remove a field from a form	Write

Form Workflows

Tool	Description	Mode
tally_submit_form	Submit a response to a form	Write
tally_get_form_workflow	Get the workflow settings for a form	Read
tally_update_form_workflow	Update form workflow settings	Write

Notifications

Tool	Description	Mode
tally_list_notifications	List notification settings for a form	Read
tally_create_notification	Create a new notification rule	Write
tally_update_notification	Update notification settings	Write
tally_delete_notification	Remove a notification rule	Write

Code Examples

List all forms

clawlink_call_tool --tool "tally_list_forms" \
  --params '{}'

Get form with fields

clawlink_call_tool --tool "tally_get_form" \
  --params '{
    "form_id": "FORM_ID"
  }'

List submissions for a form

clawlink_call_tool --tool "tally_list_submissions" \
  --params '{
    "form_id": "FORM_ID",
    "limit": 20
  }'

Get a specific submission

clawlink_call_tool --tool "tally_get_submission" \
  --params '{
    "form_id": "FORM_ID",
    "submission_id": "SUBMISSION_ID"
  }'

Submit a form response

clawlink_call_tool --tool "tally_submit_form" \
  --params '{
    "form_id": "FORM_ID",
    "fields": {
      "EMAIL": "[e-mail]",
      "MESSAGE": "This is my response"
    }
  }'

Get respondent list

clawlink_call_tool --tool "tally_list_respondents" \
  --params '{
    "form_id": "FORM_ID",
    "limit": 50
  }'

Discovery Workflow

1. Call clawlink_list_integrations to confirm Tally is connected.
2. Call clawlink_list_tools --integration tally to see the live catalog.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call clawlink_search_tools with a short query and integration tally.
5. If no Tally tools appear, direct the user to https://claw-link.dev/dashboard?add=tally.

Execution Workflow

┌─────────────────────────────────────────────────────────────┐
│  READ OPERATIONS (Safe)                                     │
│  list → get → describe                                      │
│                                                             │
│  Example: List forms → Get submissions → Review responses  │
└─────────────────────────────────────────────────────────────┘
                              │
                              ▼
┌─────────────────────────────────────────────────────────────┐
│  WRITE OPERATIONS (Require Confirmation)                    │
│  describe → preview → confirm → call                        │
│                                                             │
│  Example: Preview form creation → User approves → Create    │
└─────────────────────────────────────────────────────────────┘

1. For unfamiliar tools, ambiguous requests, or any write action, call clawlink_describe_tool first.
2. Use the returned guidance, schema, whenToUse, askBefore, safeDefaults, examples, and followups to shape the call.
3. Prefer read, list, and get operations before writes when that reduces ambiguity.
4. For writes or anything marked as requiring confirmation, call clawlink_preview_tool first.
5. Execute with clawlink_call_tool. Pass confirmation only after the preview matches the user's intent.
6. If the tool call fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

Notes

• Form IDs are required for most operations — use tally_list_forms to discover form IDs.
• Submissions contain field values mapped by field ID (not field label).
• Deleted forms and submissions cannot be recovered — always confirm before deleting.
• Field IDs in submissions match the internal field identifiers, not visible labels.
• Tally's API is read-focused for submissions — form creation and modification capabilities vary by plan.

Error Handling

Status / Error	Meaning
Tool not found	The tool name does not exist in the current catalog. Verify with clawlink_list_tools --integration tally.
Missing connection	Tally is not connected. Direct the user to https://claw-link.dev/dashboard?add=tally.
Form not found	The form ID does not exist or is not accessible.
Submission not found	The submission ID does not exist for this form.
Field not found	The field ID does not exist in the form.
Not authorized	The connected account lacks access to this form or operation.
Write rejected	User did not confirm a write action. Always confirm before executing writes.

Troubleshooting: Tools Not Visible

1. Check that the ClawLink plugin is installed:

   openclaw plugins list
   

2. If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.
3. If a fresh chat does not help, run:

   openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
   openclaw gateway restart
   

4. After restart, tell the user to send /new again and retry.

Resources

• Tally API Documentation
• Tally Developer Docs
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=tally-forms
• ClawLink Docs: https://docs.claw-link.dev/openclaw
• ClawLink Verification: https://claw-link.dev/verify

---

Powered by ClawLink — an integration hub for OpenClaw