Add Customer Tags in Mantle from Tally Form Submissions

When someone completes and submits your Tally form, this step automatically captures all their responses including email address, answers, and submission timestamp. You'll need to connect your specific Tally form by selecting it from the dropdown menu in the trigger configuration. The form data gets passed to the next step to search for matching customers in your Mantle database. All form fields become available as variables for use in later workflow steps.

This step queries your Mantle customer database using the email address from the Tally form submission to locate the matching customer record. The search is configured to return only one customer result to keep the data clean and focused. You'll need to map the email field from your Tally form to the search query parameter. If a matching customer is found, their complete profile data gets passed to the filter step for validation before tagging.

The filter checks whether the customer search returned a valid result by verifying the email field is not empty in the customer data. If no matching customer is found, the workflow stops here rather than attempting to add tags to a non-existent record. When a customer match is confirmed, the filter allows the workflow to proceed to the final tagging step. This prevents failed API calls and keeps your automation running smoothly.

This step adds specified tags to the customer record that was found in the search step. You'll configure which tags to apply by entering them in the tags field - these can be static tags like "Newsletter Subscriber" or dynamic tags based on the form responses. The customer ID from the search step automatically populates the target for tagging. Tags help you segment customers for targeted marketing, personalized experiences, or customer service workflows.