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Overview

Phinite’s Tally predefined tool lets workspace assistants call Tally APIs through DevStudio after you save a connection under Integrations → Predefined tools. Manage Tally forms, submissions, webhooks, workspaces, and organization members via the Tally REST API.
Predefined tools require a saved connection before they appear in Graph Studio’s tool picker. See Predefined Tools in GraphStudio.

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What this integration enables

  • Automate workflows using this predefined tool from agent graphs
  • Connect once under Integrations and reuse across assistants
  • Enable individual subtools per agent in Graph Studio

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Required credentials

  • API Key api_key (required)

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Setup steps

  1. In Tally go to Settings → Integrations → API and create an API key.
  2. Log into your Phinite workspace at app.phinite.ai
  3. Navigate to Integrations → Predefined tools
  4. Select Tally
  5. Click + Add Configuration
  6. Enter the credential fields listed above
  7. Select assistants that should use this connection
  8. Click Save Configuration

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Configure in Graph Studio

  1. Open an agent in Graph Studio
  2. Select the agent node → Tools tab → Add a new tool
  3. Choose TallyTool (or search for Tally)
  4. Select your saved connection or add a new one
  5. Enable the subtools your workflow needs and save

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Predefined tools

Phinite provides 26 subtools for Tally:
  • List Forms: Returns a paginated list of all forms you have access to.
  • Get Form: Returns a single form with all its blocks (questions), settings, and metadata.
  • Create Form: Creates a new form, optionally based on a template or within a specific workspace.
  • Update Form: Updates a form’s settings, title, or status. Only the fields you provide are changed.
  • Delete Form: Deletes a form by moving it to trash. Submissions are preserved.
  • Get Form Questions: Returns all questions (blocks) in a form with their IDs, types, labels, and options.
  • List Submissions: Returns a paginated list of submissions for a form with all response values.
  • Get Submission: Returns a specific submission with all its response values.
  • Delete Submission: Permanently deletes a specific form submission.
  • List Webhooks: Returns a paginated list of all webhooks across forms you have access to.
  • Create Webhook: Creates a webhook for a form to receive real-time event notifications.
  • Update Webhook: Updates a webhook. Tally requires the full object (form_id, url, events, enabled).
  • Delete Webhook: Deletes a webhook.
  • List Webhook Events: Returns a paginated list of delivery events for a webhook.
  • Retry Webhook Event: Retries sending a previously failed webhook event.
  • List Workspaces: Returns a paginated list of all workspaces you have access to.
  • Get Workspace: Returns a single workspace by ID including its members.
  • Create Workspace: Creates a new workspace and assigns the authenticated user as a member.
  • Update Workspace: Updates a workspace’s name or other information.
  • Delete Workspace: Deletes a workspace and all its associated forms. Irreversible.
  • List Org Users: Returns a list of all users in your organization.
  • Remove Org User: Removes a user from your organization.
  • List Invites: Returns a list of all pending organization invites.
  • Create Invite: Invites one or more users (by email) to join specific workspaces within your organization.
  • Delete Invite: Cancels a pending organization invite.
  • Get Current User: Returns information about the currently authenticated user (name, email, plan, organization).

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Documentation & resources

  • Official documentation: https://tally.so/help/api-integration
  • Phinite documentation: Tally

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Notes

  • Store API keys and tokens securely; many providers show secrets only once
  • Use separate connections for Dev, UAT, and Prod environments where possible
  • Test with a minimal subtool call after saving credentials