---
title: "Connect Tally to Checkvist - APIANT.ai"
description: "When \"New Submission\" fires in Tally, your agent runs \"Create Task Note\" in Checkvist."
canonical: "https://apiant.ai/connect/tally-to-checkvist"
---

# Connect Tally to Checkvist

When **New Submission** fires in [Tally](https://apiant.ai/connections/tally), your agent runs **Create Task Note** in [Checkvist](https://apiant.ai/connections/checkvist). Describe the whole flow and it is built, tested on every scenario and kept running.

Tally **1** trigger Checkvist **2** triggers Checkvist **15** 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 Checkvist 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 Checkvist

- When **New Submission** in Tally then **Create Task Note** in Checkvist
- When **New Submission** in Tally then **Close Task** in Checkvist

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 Checkvist

## Triggers and actions 3 triggers · 15 actions

- Trigger

**New Submission**

Triggers when a new form submission is received.

- Trigger

**New List**

Triggered when a new checklist is created in Checkvist.

- Trigger

**New List Item**

Triggered when a new item is added to the chosen Checkvist checklist.

- Action

**Close Task**

Marks a task in a Checkvist checklist as closed (done) and returns the updated task.

- Action

**Create List Item**

Adds a new item (task) to a Checkvist checklist and returns the created item.

- Action

**Create New List**

Creates a new Checkvist checklist and returns it.

- Action

**Create Several List Items**

Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.

- Action

**Create Task Note**

Adds a note (comment) to a task in a Checkvist checklist and returns the new note.

- Action

**Delete Checklist**

Deletes a Checkvist checklist and returns the deleted list.

- Action

**Delete List Item**

Deletes an item (task) from a Checkvist checklist and returns the deleted item.

- Action

**Get Checklist**

Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.

- Action

**Get List Item**

Returns a single item (task) from a Checkvist checklist, optionally with its notes.

- Action

**List Checklists**

Returns the Checkvist checklists the connected account can see.

- Action

**List List Items**

Returns the items (tasks) in a Checkvist checklist.

- Action

**List Task Notes**

Returns the notes (comments) on a task in a Checkvist checklist.

- Action

**Reopen Task**

Reopens a closed task in a Checkvist checklist and returns the updated task.

- Action

**Update Checklist**

Updates a Checkvist checklist's name or sharing setting and returns the updated list.

- Action

**Update List Item**

Updates an item (task) in a Checkvist checklist and returns the updated item.

## Each app on its own

- [ **Tally** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connections/tally)
- [ **Checkvist** Keyboard driven online outliner and task manager for teams and individuals.](https://apiant.ai/connections/checkvist)

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 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)

## More into Checkvist

- [ **ActiveCampaign to Checkvist** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-checkvist)
- [ **Airtable to Checkvist** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-checkvist)
- [ **Asana to Checkvist** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-checkvist)
- [ **Brevo to Checkvist** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-checkvist)
- [ **Calendly to Checkvist** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-checkvist)
- [ **Capsule CRM to Checkvist** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-checkvist)

Questions

## Tally and Checkvist, 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 Checkvist when something happens in Tally?

Any of Checkvist's 15 actions, including Create List Item, Create New List, Create Several List Items and Create Task Note. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Checkvist to Tally?

Checkvist has no triggers in the catalog today, so automations start in Tally. If you need the other direction, ask: your agent reads Checkvist's API documentation and adds it.

###

### Do I have to build a connector for Tally or Checkvist?

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 Checkvist without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in Checkvist 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.