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.
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.
Generate a PDF based on Tally's responses and upload it to OneDrive.
■Overview By using the flow 'Generate a PDF based on Tally's response and upload it to OneDrive', you can easily document survey results. Automatic uploading makes file management and sharing smoother.
■Recommended for ・Those who collect survey or form response data with Tally ・Those who feel that manually converting responses to PDF is time-consuming and cumbersome ・Those who want to quickly document collected responses and save/share them as files ・Those who regularly use OneDrive and want to improve the efficiency of file sharing and management ・Those who want to automate the tasks of PDF generation and cloud upload ・Those who aim to reduce paper exchanges and promote paperless operations and efficiency ・Those who want to manage survey results or application records safely and in an organized manner
■Notes ・Please link Tally and OneDrive with Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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.
Generate a PDF based on Tally's responses and upload it to OneDrive.
■Overview By using the flow 'Generate a PDF based on Tally's response and upload it to OneDrive', you can easily document survey results. Automatic uploading makes file management and sharing smoother.
■Recommended for ・Those who collect survey or form response data with Tally ・Those who feel that manually converting responses to PDF is time-consuming and cumbersome ・Those who want to quickly document collected responses and save/share them as files ・Those who regularly use OneDrive and want to improve the efficiency of file sharing and management ・Those who want to automate the tasks of PDF generation and cloud upload ・Those who aim to reduce paper exchanges and promote paperless operations and efficiency ・Those who want to manage survey results or application records safely and in an organized manner
■Notes ・Please link Tally and OneDrive with Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The workflow 'Generate documents in Google Docs based on Tally responses and save them to Google Drive' automatically reflects data collected from Tally forms into Google Docs and organizes and saves them in Google Drive. This reduces the manual effort of data entry and document creation, achieving efficient information management.
■Recommended for ・Business personnel collecting information from customers or employees using Tally ・Office workers who use Google Docs and Google Drive on a daily basis ・Companies looking to reduce the effort of data entry and document creation and improve business efficiency ・IT personnel or managers considering automating business workflows ■Notes ・Please integrate Tally, Google Docs, and Google Drive with Yoom.
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.
Convert the contents of Tally into a PDF and send it via Outlook.
■Overview The "Convert Tally content to PDF and send to Outlook" workflow is an automated process 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 ・Accounting personnel managing financial data using Tally ・Business leaders who need to regularly create and share financial reports with stakeholders ・Those who want to improve work efficiency by reducing time spent on manual PDF conversion and email sending ・Office personnel using Outlook for business communication ・Small business owners who want to achieve accurate sharing of financial data and prompt reporting
■Notes ・Please integrate Tally and Outlook with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview The "Generate a PDF based on Tally responses and send it via Gmail" workflow helps automate the processing of form responses. PDF generation and email sending are also automated, reducing manual work.
■Recommended for ・Those who use Tally for data collection such as surveys and application forms ・Those who want to create PDF documents based on collected responses and send them quickly to external parties or stakeholders ・Those who repeatedly create and send PDFs manually and want to improve work efficiency ・Business people or teams who use Gmail regularly ・Those who want to organize response content and quickly provide information to related parties ・Those aiming to reduce the burden through automation in application reception tasks or reception replies
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.
Generate a PDF based on Tally's responses and notify Discord.
■Overview The workflow 'Generate a PDF based on Tally responses and notify on Discord' automatically converts form responses into a PDF and sends notifications to specified destinations. This eliminates manual work, streamlining the collection and sharing of information.
■Recommended for ・Those managing survey or application form responses using Tally ・Those who want to manage Tally response data as PDFs ・Those who want to quickly compile and share responses with stakeholders ・Organizations using Discord as a team information sharing tool ・Those managing business communications and shared information on Discord ・Those feeling burdened by manual data organization and notifications amidst numerous daily form responses ・Those who want to efficiently manage application or survey content and smoothly coordinate internally and externally
■Notes ・Please integrate both Tally and Discord with Yoom.
■Overview By using the flow 'Generate a PDF based on Tally's response and upload it to OneDrive', you can easily document survey results. Automatic uploading makes file management and sharing smoother.
■Recommended for ・Those who collect survey or form response data with Tally ・Those who feel that manually converting responses to PDF is time-consuming and cumbersome ・Those who want to quickly document collected responses and save/share them as files ・Those who regularly use OneDrive and want to improve the efficiency of file sharing and management ・Those who want to automate the tasks of PDF generation and cloud upload ・Those who aim to reduce paper exchanges and promote paperless operations and efficiency ・Those who want to manage survey results or application records safely and in an organized manner
■Notes ・Please link Tally and OneDrive with Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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 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”.
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.
Generate a PDF based on Tally's responses and upload it to OneDrive.
■Overview By using the flow 'Generate a PDF based on Tally's response and upload it to OneDrive', you can easily document survey results. Automatic uploading makes file management and sharing smoother.
■Recommended for ・Those who collect survey or form response data with Tally ・Those who feel that manually converting responses to PDF is time-consuming and cumbersome ・Those who want to quickly document collected responses and save/share them as files ・Those who regularly use OneDrive and want to improve the efficiency of file sharing and management ・Those who want to automate the tasks of PDF generation and cloud upload ・Those who aim to reduce paper exchanges and promote paperless operations and efficiency ・Those who want to manage survey results or application records safely and in an organized manner
■Notes ・Please link Tally and OneDrive with Yoom. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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
Add records to Microsoft Excel based on Tally's responses.
■Overview Are you manually copying each survey and inquiry response collected in Tally into Microsoft Excel one by one? This work not only takes time but also tends to cause human errors such as copy-and-paste mistakes and omissions. By using this workflow, as soon as a Tally form is submitted, the response content is automatically added to Microsoft Excel, reducing the effort and mistakes of data entry and improving operational efficiency.
■Who we recommend this template for ・Those who are manually transferring response data collected in Tally to Microsoft Excel ・Those who want to reduce the time spent on entering data from forms and focus on other tasks ・Those who want to eliminate manual transcription errors and improve data accuracy
■Notes ・Please connect Yoom with both Tally and Microsoft Excel. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For settings related to the operation that manipulates the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
■Overview The "Notify Gmail when a response is submitted in Tally" workflow allows for quick response by receiving form response notifications via email. By automatically forwarding responses from Tally to Gmail, it eliminates the need for manual checking, contributing to operational efficiency.
■Recommended for Those using Tally who want to quickly check form responses Business people who use Gmail daily and want to utilize notification features Team leaders or managers who find managing form responses cumbersome Executives looking to improve work efficiency through workflow automation
■Notes ・Please integrate Tally and Gmail with Yoom.
■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 there is a response to the form, a notification is automatically sent to Google Chat, allowing for quick responses without missing important information. Leverage Yoom's API integration feature to automate the cumbersome notification process.
■Recommended for ・Those who use Tally forms and want to quickly share response content within the team ・Teams or project leaders who use Google Chat on a daily basis ・Those who spend time on manual response notifications and want to improve business efficiency ・Those interested in API integration and automation, and want to build workflows through Yoom
■Notes ・Please integrate both Tally and Google Chat with Yoom. ・Integration with Google Chat is only possible with Google Workspace. Please refer to the details below. https://intercom.help/yoom/en/articles/6647336
■Overview Are you manually copying inquiries and event registration information collected via Tally forms into Salesforce? This work not only takes time but can also lead to input mistakes and delays in follow-up. By using this workflow, whenever a form is submitted in Tally, a record is automatically added to Salesforce, solving these issues and streamlining customer information management.
■Who we recommend this template for ・Marketing and sales members who manually enter information collected in Tally into Salesforce ・Those who want to quickly reflect lead information from forms in Salesforce ・Those who want to eliminate errors caused by manual data entry and improve information accuracy
■Notes ・Please integrate Yoom with both Tally and Salesforce. ・Salesforce is available only with the Team Plan and Success Plan. On the Free Plan and Mini Plan, any Flowbot operations or Data Connect you have set up will result in errors, so please be aware. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・When adding or updating records in a database operation, configure settings according to Salesforce's input format. For example, if a Salesforce field is a picklist and expects English input, values that are not among the choices or values entered in a different language will cause errors, so please be careful.
■Overview The workflow 'Add an event to Google Calendar based on Tally responses' 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. Utilize Yoom's API integration feature to connect Tally and Google Calendar, and automatically add events to improve work efficiency.
■Recommended for ・Persons in charge of managing events or reservations using Tally ・Business users who want to automate the process of adding events to Google Calendar ・Team leaders who want to efficiently utilize data from forms for schedule management ・Executives aiming to reduce errors from manual input and achieve accurate schedule management
■Notes ・Please integrate Yoom with both Tally and Google Calendar.
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!
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers.
I'm fascinated by Yoom's revolutionary service of “automating office work.”
I would like to write so that I can send out information that can be useful to everyone, even a little bit.
.avif)
