--- title: "Connect Tally to ChargeOver - APIANT.ai" description: "When \"New Submission\" fires in Tally, your agent runs \"Create a Contact\" in ChargeOver." canonical: "https://apiant.ai/connect/tally-to-chargeover" --- # Connect Tally to ChargeOver When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **Create a Contact** in [ChargeOver](https://apiant.ai/connections/chargeover). Describe the whole flow and it is built, tested on every scenario and kept running. Tally **1** trigger ChargeOver **1** trigger ChargeOver **20** 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 ChargeOver 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) Example flows ## What Tally can start in ChargeOver - When **New Submission** in Tally then **Create a Contact** in ChargeOver - When **New Submission** in Tally then **Create a Customer** in ChargeOver 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 ChargeOver ## Triggers and actions 2 triggers ยท 20 actions - Trigger **New Submission** Triggers when a new form submission is received. - Trigger **Contact Was Updated** Triggers when a contact is updated in ChargeOver. - Action **Add item** Create an item (product or discount). - Action **Add note** Add a note to a customer, invoice, etc. - Action **Add Transaction** records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record. - Action **Cancel a Subscription** Cancel an existing subscription in ChargeOver. - Action **Create a Contact** Create a new contact in ChargeOver. - Action **Create a Customer** Create a new customer in ChargeOver. - Action **Create an Invoice** Create a new Invoice in ChargeOver. - Action **Create a Subscription** Create a new subscription in ChargeOver. - Action **Delete Item** deletes an item (product/discount) by id. - Action **Find Contact** Finds an existing contact by a specified field. - Action **Find Customer** Finds an existing customer by a specified field. - Action **Find Item (Product, Discount)** Finds an existing item (product, discount) by a specified field. - Action **Find Subscription** Finds an existing subscription by a specified field. - Action **List Notes** Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID. - Action **Update a Customer** Update a existing customer in ChargeOver. - Action **Update contact** Update a user/contact. - Action **Update invoice** Update an invoice. - Action **Update item** Update an item. - Action **Update subscription** Update a subscription (package). - Action **Void Transaction** marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status. ## Each app on its own - [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally) - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) Reviews ## What our customers say ## More from Tally - [ **Tally to Affinda** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connect/tally-to-affinda) - [ **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 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 ChargeOver - [ **ActiveCampaign to ChargeOver** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-chargeover) - [ **Airtable to ChargeOver** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-chargeover) - [ **Asana to ChargeOver** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-chargeover) - [ **Brevo to ChargeOver** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-chargeover) - [ **Calendly to ChargeOver** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-chargeover) - [ **Capsule CRM to ChargeOver** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-chargeover) Questions ## Tally and ChargeOver, answered ### ### 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 ChargeOver when something happens in Tally? Any of ChargeOver's 20 actions, including Create a Contact, Create a Customer, Create an Invoice and Create a Subscription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ChargeOver to Tally? ChargeOver has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads ChargeOver's API documentation and adds it. ### ### Do I have to build a connector for Tally or ChargeOver? 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 ChargeOver without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in ChargeOver 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.