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How do you manage and utilize the response data obtained from forms created with Tally?
Are you struggling with issues like "manually copying and pasting responses to create PDFs," "spending a lot of time formatting," or "finding it cumbersome to transfer and share data with other tools"?
Especially for surveys and application forms where the number of responses increases, manually converting them to PDFs becomes more complicated, increasing the risk of input errors and formatting issues.
If there were a system where, when a response is submitted to Tally, the response content is automatically generated, saved, and shared as a PDF file in a specified format, you could automate tedious repetitive tasks and focus on more value-added activities like analyzing response data and following up with customers!
The automation setup we introduce this time can be easily configured without programming knowledge, allowing you to reduce manual work and save time. Take this opportunity to incorporate automation and improve your work efficiency!
Yoom offers a template for automating workflows that creates documents based on Tally responses and automatically converts them to PDFs.
If you want to "try it first," click the banner below to experience automation right away!
We introduce an automation template that automatically creates a PDF file when a response is submitted to a Tally form and integrates it with specified tools!
Find the best integration pattern that suits your daily tasks.
If you're interested in the content, please click on it!
<span class="mark-yellow">Automatically save the PDF file generated based on Tally responses to a specified folder on storage services like OneDrive or Google Drive</span>.
Streamline the organization and storage of response data, making it easier to search and reference later!
<span class="mark-yellow">You can automatically send a PDF file created from Tally's responses to a specified recipient using Gmail or Outlook</span>.
Try it if you want to automate sending copies to customers or reports to internal staff, and eliminate the hassle of manually creating and sending emails!
<span class="mark-yellow">Automatically notify chat tools like Slack and Discord with a PDF file generated from Tally's response</span>.
This can facilitate quick information sharing and confirmation requests among stakeholders, enhancing communication efficiency!
From here, we will explain how to automatically create a PDF file based on the form responses sent to Tally and save it in a specified folder in OneDrive!
We will use Yoom to set this up without any code, so if you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
We will create it using the following main processes.
Let's work on integrating Yoom with each app.
Once logged into Yoom, click on My Apps and select Add.
Use the search box in the app list and click on Tally.
Enter any name for the account name.
Enter "tally" for the access token and click Add.
You have now registered Tally as a My App.
Note: Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Click on My Apps → Add as before.
Use the search box in the app list and select OneDrive.
Click on the account name you want to link.
Enter your password and click Sign In.
You have now registered OneDrive as a My App.
Since we will be issuing documents with Google Docs, let's register it as a My App as well.
Click on My Apps and select Add.
Use the search box in the My Apps list and select Google Drive.
Select "Sign in with Google".
Click on the account you want to link.
Click Continue.
Select Continue.
You have now registered Google Docs as a My App.
Next, let's copy the template to be used here.
While Yoom allows you to create from scratch, we will introduce a method using templates for easier setup.
Please click on the banner below.
Click "Try this template".
Click "OK".
You have now copied the template.
The copied template is saved in My Projects.
Next, proceed to the Flowbot settings.
Click "Form Submission".
Optionally set the title and linked account information, and proceed by clicking "Next" with the action as per the template.
Copy the Webhook URL and set it in the Tally management screen.
For Webhook settings, access any form in Tally, and click "Integration".
Click "Connct" of Webhooks and enter the URL you copied earlier from Yoom.
Once set, actually respond to the form in Tally and return to Flowbot.
Test and if successful, save it once the information from Tally's form response is obtained.
Next, click "Issue Document".
Optionally set the title and linked account information, and proceed by clicking "Next" with the action as per the template.
Select the document file ID from the options.
Also select the destination Google Drive folder ID from the options.
Set the exported file name to any desired file name.
You can also use the retrieved values from Tally as shown in the attached image.
Be careful not to manually enter company names or names here, as the same file name will continue to be output.
For more details, refer to here.
Once set, click Next.
Once the information from Google Docs is obtained, select and input the retrieved values from Tally for each item.
Once set, click Test.
If the test is successful, save it.
This is the final setup step.
Click "Upload File".
Optionally set the title and linked account information, and proceed by clicking "Next" with the action as per the template.
Select the drive ID and destination folder item ID from the options.
Set the file name to any desired name.
When storing in OneDrive, be sure to add the extension (.pdf) after the file name.
Select items from the retrieved value for easy file management.
For file attachment method, select "Use Retrieved Values", and for file, select "Issued Document", then execute the test.
If the test is successful and the PDF contract is added to OneDrive, save it.
When the following image is displayed, turn on the trigger.
The Flowbot setup is now complete.
You can notify Tally responses or add schedules.
This saves you the hassle of switching between apps.
By implementing a system that automatically converts Tally form responses into PDFs and integrates them with specified tools, you can significantly reduce the manual effort of creating PDFs and sharing files, and prevent human errors such as input mistakes.
This allows you to be freed from tedious administrative tasks and focus your time and resources on more essential activities like data analysis and utilization.
With the no-code tool "Yoom," which enables the automation of tasks as introduced here, even those without programming knowledge can achieve automation simply by following on-screen instructions.
If you have any interest in utilizing Tally data or automating daily routine tasks, please register for free and experience the efficiency improvements with Yoom!
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