Connect Tally with Hookshot™ and your stack

Tally is a form-building platform that allows users to create forms, collect responses, and integrate with various tools and services.

Tools and triggers

What Agents can do in Tally

Available tools and events after Tally is connected.

  • Create Form

    Tool to create a new form. Use after preparing block definitions and optional settings.

  • Create Webhook

    Tool to create a new webhook for a form. Use after confirming you have the form ID and the callback URL.

  • Delete Form

    Tool to delete a specific form identified by its ID. Use after confirming the form should be permanently removed.

  • Delete Webhook

    Tool to delete a specific webhook. Use after confirming the webhook ID.

  • Get Form Details

    Tool 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.

  • Get Form Responses

    Tool to retrieve the responses of a specific form. Use after confirming the form ID and when paginated data is needed.

  • Get User Info

    Tool 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…

  • Get Webhook Events

    Tool to list events associated with a specific webhook. Use when you need to inspect delivery history after creating or listing a webhook.

  • Get Workspace

    Tool to retrieve a single workspace by its ID with associated members. Use when you need to get detailed information about a specific workspace.

  • List Form Questions

    Tool to retrieve all questions from a specific form. Use when you need to list all questions and their structure after obtaining the form ID.

  • List Forms

    Tool to retrieve a paginated list of forms. Use when you need to list all forms accessible to the authenticated user.

  • List Organization Invites

    Tool to retrieve all pending invites in your organization. Use when you need to view or manage organization invitation status.

  • List Organization Users

    Tool to retrieve all users in an organization. Use when you need to list organization members or check user permissions.

  • List Webhooks

    Tool to retrieve a paginated list of configured webhooks. Use when you need a full listing of webhooks across your accessible forms and workspaces.

  • List Workspaces

    Tool to retrieve a paginated list of workspaces. Use when you need to browse workspaces accessible to the authenticated user.

  • Update Form

    Tool to update form details. Use after confirming the form exists and obtaining its ID.

  • Update Webhook

    Tool to update an existing webhook configuration. Use when you need to modify webhook settings such as URL, event types, or enable/disable status.

  • Update Workspace

    Tool 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.

Setup

Connect Tally in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.