--- title: "Connect Tally to Affinda - APIANT.ai" description: "When \"New Submission\" fires in Tally, your agent runs \"Add document\" in Affinda." canonical: "https://apiant.ai/connect/tally-to-affinda" --- # Connect Tally to Affinda When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **Add document** in [Affinda](https://apiant.ai/connections/affinda). Describe the whole flow and it is built, tested on every scenario and kept running. Tally **1** trigger Affinda **1** trigger Affinda **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Tally and Affinda to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Tally collects the form submissions; Affinda reads the documents that come with them. Connecting the two means a new Tally submission can send an attached resume or invoice to Affinda for parsing, pull back the parsed data for a document, or search resumes and job descriptions already stored there. Removal requests submitted in Tally can also delete a document from Affinda. Example flows ## What Tally can start in Affinda - When **New Submission** in Tally then **Add document** in Affinda - When **New Submission** in Tally then **Delete document** in Affinda Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Tally and Affinda ## Triggers and actions 2 triggers ยท 6 actions - Trigger **New Submission** Triggers when a new form submission is received. - Trigger **Document parsed (instant)** Fires via a resthook subscription when Affinda finishes parsing a document. - Action **Add document** Upload a document (resume, invoice, job description, etc.) to Affinda for parsing. - Action **Delete document** Delete a document from Affinda. - Action **Find job descriptions by search expression** Search through parsed job descriptions matching given criteria. - Action **Get document** Retrieve a specific document and its parsed data by identifier. - Action **List documents** List all documents uploaded to Affinda. - Action **Search resumes** Search through parsed resumes matching given criteria. ## Each app on its own - [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally) - [ **Affinda** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connections/affinda) Reviews ## What our customers say ## More from Tally - [ **Tally to BuyWhere** Real-time product catalog API for AI agents across merchants in 7 countries (SG, MY, TH, VN, PH, ID, US)](https://apiant.ai/connect/tally-to-buywhere) - [ **Tally to Docutray** Document processing API that extracts, validates, and exports data from PDFs, images, and scans (tuned for...](https://apiant.ai/connect/tally-to-docutray) - [ **Tally to F1 API** Free F1 data in real time with his own NPM package](https://apiant.ai/connect/tally-to-f1-api) - [ **Tally to Genshin Impact** The genshin.dev API serves reference game data for Genshin Impact.](https://apiant.ai/connect/tally-to-genshin-impact) - [ **Tally to ip.app** IP, ASN, geolocation, timezone, security, user-agent in plain text, JSON or HTTP headers](https://apiant.ai/connect/tally-to-ip-app) - [ **Tally to LLM as a Service** LLM as a Service is a managed platform for companies to deliver robust LLM features in their software.](https://apiant.ai/connect/tally-to-llm-as-a-service) ## More into Affinda - [ **ActiveCampaign to Affinda** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-affinda) - [ **Airtable to Affinda** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-affinda) - [ **PagerDuty to Affinda** PagerDuty is an incident management and on-call alerting platform.](https://apiant.ai/connect/pagerduty-to-affinda) - [ **2Chat to Affinda** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-affinda) - [ **3Scribe to Affinda** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-affinda) - [ **5pm to Affinda** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-affinda) Questions ## Tally and Affinda, answered ### ### Can a file uploaded in a Tally form be parsed by Affinda? Yes, the New Submission trigger in Tally can pass the uploaded file to the Add document action in Affinda. Affinda then parses it as a resume, invoice, job description or other supported document. ### ### Can I look up data that is already in Affinda when a form comes in? Yes, a Tally submission can run Get document, List documents, Search resumes, or Find job descriptions by search expression in Affinda. What you get back depends on the fields the form collects, such as a document identifier or search terms. ### ### What can start an automation from Tally? Any of Tally's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Affinda when something happens in Tally? Any of Affinda's 6 actions, including Add document, Delete document, Find job descriptions by search expression and Get document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Affinda to Tally? Affinda has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads Affinda's API documentation and adds it. ### ### Do I have to build a connector for Tally or Affinda? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Tally and Affinda without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Affinda once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.