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MyPreferences 3.0
Tally

Connect MyPreferences 3.0 and Tally

Explore ready-made MyPreferences 3.0 and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate MyPreferences 3.0 with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
MyPreferences 3.0
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Submits a user’s profile, preference, and consent information to create a unique profile record. The response will include a system generated profileId that can be used to retrieve or edit the profile later.

  • Initiates a segment export specifying a segment name.

  • Performs an abitrary authorized API call.

  • Performs an arbitrary authorized API call.

  • Return a single user profile.

  • Retrieves data from an segment export and requires implementing pagination on the scenario. Allows handling of results with more than 3,200 profiles.

  • Returns the status of a segment export.

  • Updates a profile. Utilizes a known profileId or an alternateId. Affects only included data elements.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between MyPreferences 3.0 and Tally.

Create a Profile
Submits a user’s profile, preference, and consent information to create a unique profile record. The response will include a system generated profileId that can be used to retrieve or edit the profile later.
Action
Initiate a Segment Export
Initiates a segment export specifying a segment name.
Action
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API call
Performs an abitrary authorized API call.
Action
Make an integration API call
Performs an arbitrary authorized API call.
Action
Retrieve a Profile
Return a single user profile.
Action
Retrieve segment export data
Retrieves segment export data. This module is limited to results of up to 3,200 profiles.
Search
Retrieve segment export data - Not paginated
Retrieves data from an segment export and requires implementing pagination on the scenario. Allows handling of results with more than 3,200 profiles.
Action
Retrieve segment export status
Returns the status of a segment export.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.