Automation · Customer service and scheduling
Sign customers up for a workshop with a Tally form on WhatsApp
An AI agent shares your Tally sign up form on WhatsApp, confirms the response arrived and adds the question that was missing.
How do I sign people up for my workshop on WhatsApp without asking for their details one by one?
A Met connected to Tally, when someone writes on WhatsApp to sign up for a workshop or an event, finds your sign up form and shares the link in the same conversation, so they leave their details in one place. When the person says they filled it in, the Met brings the day's completed submissions, finds theirs and confirms what they recorded. If several people ask the same thing and the form does not ask it, your team tells the Met to add the question and it adds it and publishes the change.
What starts it
When the customer writes
It starts when someone writes on WhatsApp to sign up for a workshop or an event, or writes again to check whether their sign up arrived. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Support Met that handles sign ups
Customer service team
This is not a named, seeded Met. It is the Met that already answers the business's WhatsApp, with Tally connected. Its work ends when the person is signed up in Tally and knows their response arrived.
Run by the customer support Met
Channels: WhatsApp
What you need connected
- Tally Automate and collaborate
5 steps · 6 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Find the sign up form
The Met checks the connected account's Tally workspaces and lists the published forms filtered by the name your team gave, for example "March workshop sign up". If there are old versions with similar names, it uses the one in its instructions.
- 2
Share the link in the conversation
The Met loads the form to get its link and check what it asks for, and shares it with the person on WhatsApp with a line about what to have at hand. The person fills it in on Tally.
- 3
Confirm the sign up arrived
When the person says they sent it, the Met brings that day's completed submissions and looks for the one with their name or email. If it finds it, it confirms the details; if not, it says so instead of treating it as received.
- 4
Add the missing question
If several people ask the same thing, for example whether there is a vegetarian option, your team asks the Met from the internal chat to add that question. With the action on, the Met adds it to the form.
- 5
Publish the change
On a form that is already published, the new question does not show until the change is published. The Met publishes it when your team asks, and from then on people signing up see the new version.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
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A published sign up form in Tally
Your team has a published sign up form in Tally, with a name that is not repeated. Tally's MCP server is free on all its plans.
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Tally connected with the writes you need
In Met, open Connections → Tally → Connect and authorize with the account that sees that form. To add questions and publish changes, the admin leaves those two actions turned on.
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A WhatsApp line with the Met assigned
The business connects its WhatsApp Business API line and assigns the Met that answers customers. The conversation happens on WhatsApp; Tally is where the sign ups are stored.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not sign anyone up inside the chat. The Met shares the link and the person fills in the form on Tally; if they do not submit it, there is no sign up.
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It does not charge for the sign up. If the workshop is paid, the charge needs another payments integration or whatever you have set up in Tally.
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It does not delete submissions or forms: Tally does not allow it on its MCP server. Your team cleans up a duplicate sign up in Tally.
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It does not ask your team for confirmation in the chat before adding the question or publishing: if the actions are on, it runs them. The admin decides which ones stay on.
FAQ
Questions about this automation
The Met tells them so instead of treating them as signed up, and asks them to check whether they submitted the form or to fill it in again from the link.
Yes. The Met shares the link of any published form and brings its submissions; only the name of the form your team gives it changes.
Because in Tally, question changes on a published form stay unpublished until requested. Design and settings, on the other hand, apply at once.
Not for this procedure. Tally offers its MCP server free on all its plans, including the free one; your plan's features still apply.
Keep going
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.