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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:
If you
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.
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.
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.
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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.
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.
■Overview
By using the flow "Generate a PDF based on Tally's responses and upload it to OneDrive," you can easily document survey results.
Automatic uploads facilitate smooth file management and sharing.
■Recommended for
■Benefits of using this template
Automatically converting Tally's responses to PDF and uploading them directly to OneDrive allows for smooth progress from creation to storage.
Since manual PDF creation and file uploads are no longer necessary, the workflow becomes faster.
Additionally, multiple team members can easily share the latest PDFs on the same OneDrive.
This saves time and effort in file transfers and speeds up interactions within the team.
Furthermore, it helps prevent human errors such as saving mistakes or file duplication.
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!
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.
■Overview
By using the flow "Generate a PDF based on Tally's responses and upload it to OneDrive," you can easily document survey results.
Automatic uploads facilitate smooth file management and sharing.
■Recommended for
■Benefits of using this template
Automatically converting Tally's responses to PDF and uploading them directly to OneDrive allows for smooth progress from creation to storage.
Since manual PDF creation and file uploads are no longer necessary, the workflow becomes faster.
Additionally, multiple team members can easily share the latest PDFs on the same OneDrive.
This saves time and effort in file transfers and speeds up interactions within the team.
Furthermore, it helps prevent human errors such as saving mistakes or file duplication.
■ Overview
The workflow "Generate documents in Google Docs based on Tally responses and save them in Google Drive" automatically reflects data collected from Tally forms into Google Docs and organizes and saves them in Google Drive.
This reduces the effort of manual data entry and document creation, achieving efficient information management.
■ Recommended for
■ Benefits of using this template
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.
■Overview
The "Convert Tally Content to PDF and Send via Outlook" workflow is an automated process designed to streamline the sharing and reporting of accounting data. It allows you to easily convert financial information managed in Tally into PDF format and quickly send it to stakeholders via Outlook. This eliminates the need for manual data conversion and email sending, supporting smooth business operations. It is a useful workflow in situations where accurate and prompt information sharing is required in daily operations.
■Recommended for
■Benefits of Using This Template
Since the content in Tally is converted to PDF and automatically sent via Outlook, it eliminates the hassle of manual information sharing.
The consistent process of PDF conversion and sending allows for standardization of business processes.
Automation prevents human errors in sharing, ensuring accurate information sharing.
■Overview
The workflow of "Issuing a PDF based on Tally's response content and sending it via Gmail" helps in the automatic processing of form responses.
Since PDF creation and email sending are also automated, manual work is reduced.
■Recommended for
■Benefits of using this template
By utilizing this flow, you can automatically convert the responses collected with Tally into PDFs and send them via Gmail.
There is no need to manually create PDFs or send emails individually, making the information sharing process smoother.
By omitting complex procedures, it also helps improve work efficiency.
Additionally, you will be able to deliver necessary information quickly to stakeholders, enhancing the quality of responses and follow-ups both internally and externally.
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.
■Overview
The workflow "Generate a PDF based on Tally's responses and notify on Discord" automatically converts form responses into a PDF and sends notifications to a specified destination.
This streamlines the process of gathering and sharing information, making it more efficient.
■Recommended for
■Benefits of using this template
By utilizing the flow that generates a PDF based on Tally's responses and notifies on Discord, you can quickly share survey or application content.
This system eliminates the need to manually create PDFs and individually send information to team members.
Furthermore, with automatic PDF generation and notifications, all members can quickly grasp the same information without timing discrepancies in information sharing.
This reduces the likelihood of omissions or misunderstandings, facilitating smooth project progress and decision-making.
Let’s walk through how to create a Flowbot that automatically creates a PDF file from a form submitted on Tally.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
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■Overview
By using the flow "Generate a PDF based on Tally's responses and upload it to OneDrive," you can easily document survey results.
Automatic uploads facilitate smooth file management and sharing.
■Recommended for
■Benefits of using this template
Automatically converting Tally's responses to PDF and uploading them directly to OneDrive allows for smooth progress from creation to storage.
Since manual PDF creation and file uploads are no longer necessary, the workflow becomes faster.
Additionally, multiple team members can easily share the latest PDFs on the same OneDrive.
This saves time and effort in file transfers and speeds up interactions within the team.
Furthermore, it helps prevent human errors such as saving mistakes or file duplication.
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".
⚠️ 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 a 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”.
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”.
Click the “Try it” button to copy the pre-built template into your project.
■Overview
By using the flow "Generate a PDF based on Tally's responses and upload it to OneDrive," you can easily document survey results.
Automatic uploads facilitate smooth file management and sharing.
■Recommended for
■Benefits of using this template
Automatically converting Tally's responses to PDF and uploading them directly to OneDrive allows for smooth progress from creation to storage.
Since manual PDF creation and file uploads are no longer necessary, the workflow becomes faster.
Additionally, multiple team members can easily share the latest PDFs on the same OneDrive.
This saves time and effort in file transfers and speeds up interactions within the team.
Furthermore, it helps prevent human errors such as saving mistakes or file duplication.
Click "Try this template".
Click "OK" and give this Flowbot a name to recognize.
This template will be copied to your “My Project”.
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.
☝️ 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.
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.
Toggle the “Trigger ON” button to activate your flow.
That’s it! 🎉
Your form responses are now automatically getting converted to PDF documents :)
■Overview
The workflow "Add records to Microsoft Excel based on Tally responses" contributes to the efficiency of data management.
Since records are added automatically, it can reduce human errors such as omissions or transcription mistakes.
■Recommended for
■Benefits of using this template
By utilizing the flow of adding records to Microsoft Excel based on Tally responses, you can quickly perform information registration tasks.
Information obtained from Tally is automatically reflected in Excel, eliminating the need for manual input.
This improves work efficiency and allows you to secure time to focus on other important tasks.
Additionally, consistent data management becomes possible, reducing the risk of input errors.
It becomes easier to make decisions based on accurate data, and the overall quality of operations is likely to improve.
■Overview
The workflow "Notify Gmail when a response is submitted in Tally" enables prompt action by receiving form response notifications via email.
Automatically forwarding responses from Tally to Gmail eliminates the need for manual checks, contributing to improved work efficiency.
■Recommended for
■Benefits of using this template
When a response is submitted in Tally, it is automatically notified to Gmail, eliminating the hassle of manual notifications.
By notifying when a form response is submitted, it prevents missing responses.
Automation prevents human errors in notifications, enabling accurate information management.
■Overview
The "Notify Google Chat when a response is submitted in Tally" workflow is a business workflow that notifies Google Chat of responses to Tally forms, facilitating smooth information sharing within the team. When a response is submitted to the form, a notification is automatically sent to Google Chat, ensuring that important information is not missed and enabling prompt action.
Leverage Yoom's API integration feature to automate the cumbersome notification process.
■Recommended for
■Benefits of using this template
When a response is submitted in Tally, it is automatically notified to Google Chat, eliminating the need for manual notifications.
By notifying at the time of form submission, the entire team can quickly share information and prevent oversights.
Automation can prevent human error in notifications and achieve rapid information sharing.
■Overview
This workflow allows you to automatically add records to Salesforce when a response is submitted in Tally. This automation enables the sales team to respond more smoothly and manage customer information centrally.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
The "Add events to Google Calendar based on Tally responses" workflow is a business workflow that automatically reflects data collected from forms into Google Calendar.
It eliminates the need to manually input information collected from surveys or application forms into the calendar, allowing for smooth schedule management.
By utilizing Yoom's API integration feature to connect Tally and Google Calendar, you can improve work efficiency by automatically adding events.
■Recommended for
■Benefits of using this template
Since events are automatically added to Google Calendar based on Tally responses, you can save the effort of manually adding events.
By adding events to Google Calendar based on form responses, centralized schedule management is achieved, facilitating smooth schedule sharing across the team.
Automation prevents human errors in data entry, enabling accurate schedule management.
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!
