How to Convert Tally Responses to PDF Automatically

Have you ever felt overwhelmed by manually converting form responses into documents like PDFs?

Copy-pasting, formatting, and sharing response data one by one can be time-consuming and prone to errors. As the value of form responses grows, this only gets more stressful.

✨ Imagine if:

documents were created automatically from Tally responses
files were saved and organized instantly in your cloud storage
notifications were sent to your team automatically to keep them updated

If you

regularly use Tally forms and want to automate response management
feel stressed by handling repetitive document creation and manual file share
want to save time reduce errors from manual input

Then this article is for you! Learn how to easily automate document creation from Tally responses using Yoom - all without a single line of code.

Meet Yoom: No-Code Automation

Yoom is a next-generation no code automation tool that lets you connect and automate tasks between your favorite apps. Yoom makes automation accessible to everyone.

🌐 Connect with apps like Tally, Google Docs, OneDrive and more.
📖 Use automation templates - no technical set up required
📈 Boost productivity and reduce human errors

No need to go through complex set up and IT jargons, Yoom keeps things simple and visual. You can build your automation workflows with just a few clicks, saving hours of time and stress from repetitive work.

👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!

In this guide, you’ll learn the step by step process of how to use Yoom to automatically create PDF files from the submitted responses in Tally.

✔️ For Those Who Want to Try It Right Away

Yoom offers pre-built templates for easy setup.

Below is a template that creates a document based on Tally responses and automatically converst them to PDFs.
Click the “Try It” button to get started now! We’ll also walk you through the step-by-step process of creating this automation flow later in this article.

🙌 What You Can Do Using Tally Responses & Yoom

Below are practical ready-to-use templates that use Tally Responses & Yoom to streamline your daily workflow. Automatically creating PDFs from Tally form responses opens up many possibilities. Just click the “Try It” button to get started quickly!

Save Tally Responses as PDFs and Save to Cloud Storage

Automatically save PDF files generated from Tally responses to specific folders in OneDrive or Google Drive.
Recommended for those who want to keep response data organized and easy to find anytime.

Send Tally Responses as PDF via Email

Automatially send PDF files created from Tally responses to customers or your team via Gmail or Outlook.
Perfect for those who want to eliminate manual file creation and email sending.

Share Tally Response as PDFs via Chat Tools

Automatically share PDFs created from Tally responses on chat tools like Slack and Discord.
Ideal for those who want to keep everyone informed and enable quick action.

🚀 Let's Create a Flowbot to Convert Tally Responses to PDF & Save to OneDrive

Let’s walk through how to create a Flowbot that automatically creates a PDF file from a form submitted on Tally.

⏱️ Setup time: 5 minutes

🔧 What You’ll Need

A free Yoom account
Access to Tally, Google Docs & OneDrive

If you do not yet have a Yoom account, register now from this registration form.

Setup Overview

Register Tally, OneDrive, & Google Docs in Yoom
Copy the Template
Set Up Tally Trigger, and Actions for Google Docs & OneDrive
Activate the Flowbot

Step 1: Register Tally, OneDrive, & Google Docs in My Apps

Add Tally

In Yoom, go to the My Apps tab, and click the “+ Add” button.

Search for Tally from the app list and select it.

Enter any name you like for the account name.
Type in "tally" for the access token and click "Add".

Add OneDrive

⚠️ Note:
"Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for stable connection.

In Yoom, go to the My Apps tab, and click the “+ Add” button.

Search for OneDrive from the app list and select it.

Select the account you want to connect to.

Enter your password and click “Sign In”.

Add Google Docs

Click on My Apps and select “+ Add”.

Search for Google Drive from the app list and select it.

Select "Sign in with Google".

Click on the account you want to link.

Click "Continue".

Once all apps are connected, you’ll see them listed under “My Apps”.

Step 2: Copy the Template

Click the “Try it” button to copy the pre-built template into your project.

Click "Try this template".

Click "OK" and give this Flowbot a name to recognize.

This template will be copied to your “My Project”.

Step 3: Set Up Tally Trigger

Click on the trigger step labeled, "Form Submission".

Give your trigger a title (anything you like).
If there are no issues with the default setting, click “Next”.

Copy the Webhook URL.
In your Tally dashboard, open the form you want to connect.

Go to Integrations settings.

Click “Connect” under Webhooks, then paste the copied Webhook URL from Yoom.
Submit a test response on the Tally form to check the connection.

Return to Yoom and click “Test”.
If successful, the data from the form response should appear as retrieved values.
You’ll use these data in the following steps, so check the details are correct.

Step 4: Set Up Google Docs Action for Creating Documents

☝️ Note:
Before setting up this step, you need to have a Google Docs template ready. This template should include placeholder or variables that correspond to the fields from your Tally responses. These placeholders will be automatically replaced with actual response data during the automation. For more details, check this article.

Click the "Issue Document" action.

Select your account, and check the default settings.
If there are no issues, click “Next”.

Select the Document File ID from the displayed options.

Similarly, select the Destination Google Drive Folder ID (where the generated files will be saved).

Set the Exported File Name.
You can use the retrieved values from the previous step (Tally responses) to customize the file name.
‍Once. set, click "Next".

Map the fields.
Assign the retrieved Tally response values to the placeholders in the Google Docs template.

📚 Reference:
For more details on retrieved values and how to set it up, see the guide here.

Once set, click "Test".

If the test is successful, save it.

Step 5: Set Up OneDrive Action

Click the "Upload File" action.

Rename the title (optional), and confirm the right OneDrive account is linked.
Then click “Next”.

Select the Drive ID and Destination Folder Item ID (where the PDF will be uploaded) from the displayed options.

Set the file name.
Make sure to add the .pdf extension.
Use the retrieved values from Tally form submission in the file name.

Select "Use Retrieved Values" for file attachment method, and choose the "Issued Document" option for File.

Run a test to check if the PDF uploads successfully to OneDrive.

Step 6: Activate the Flowbot‍

Toggle the “Trigger ON” button to activate your flow.

That’s it! 🎉
Your form responses are now automatically getting converted to PDF documents :)

💡 Other Automation Ideas Using Tally

📖 Summary

Now you know how to automatically convert Tally form responses into PDFs and save it to cloud storage - all without writing a single line of code Manually creating and sharing documents and jumping back and forth between systems can be time-consuming and error prone.

But automation with Yoom can make this process quick and reliable. No technical skills are required to get started. Plus, Yoom offers many more ready-made templates connecting with other apps and tools, opening up more automation possibilities for you.

Ready to simplify your workflow? Sign up for Yoom and try it today!

👉 Create your free Yoom account now