Generate a PDF based on Tally's responses and send a notification to Slack.

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■Overview

The workflow "Generate a PDF based on Tally's response and notify via Slack" automatically creates documents based on form responses.
Since the created file is shared on Slack, information management becomes easier.

■Recommended for

  • Those who operate surveys or application forms using Tally
  • Those who need to report Tally's response content to stakeholders and want to eliminate the hassle of manually creating and sharing PDFs
  • Those who want to quickly share response content with stakeholders without errors or omissions
  • Teams or companies using Slack as an internal tool or communication platform
  • Those who want to improve information sharing efficiency by utilizing Slack notifications in daily operations
  • Individuals responsible for recording form response content as documents and timely distributing them to stakeholders
  • Field managers or supervisors who prioritize speed and accuracy in information transmission and aim for operational efficiency

■Benefits of using this template

By utilizing this flow, which allows you to generate a PDF based on Tally's response and notify via Slack, you can proceed with tasks quickly.
This eliminates the need to individually convert to PDF or send Slack notifications, thus reducing the time required for information sharing and document distribution.

Additionally, reducing manual tasks decreases the risk of communication errors and task omissions.
Automatic notifications on Slack make it easier for the entire team to share information and facilitate communication.

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Tally
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About the apps you use
Tally
Yoom allows seamless integration with Tally without any code, enabling the automation of various tasks triggered by Tally form submissions. For example, information submitted through Tally can be registered as leads in CRM tools like Salesforce or HubSpot, or it can be added as subscribers in marketing tools like Mailchimp or ActiveCampaign.
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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