This automation scenario allows you to connect Tally and Airtable
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Tally and Airtable can also be integrated using automation tools other than integromat:
When this trigger fires in Tally
Triggers when a new response is created for the selected form.
Then this action happens in Airtable
Creates a new record in Airtable.
This guide contains information on how to set up an automatic workflow that allows to Create Airtable records for new Tally responses.
Part I
First, we need to connect Tally and Airtable to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Tally to Make.com.
Give Make.com access to your Tally account, using Tally credentials.
Connect Airtable to Make.com.
Give Make.com access to your Airtable account, using Airtable credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Tally
Choose the following trigger: Watch New Responses (Triggers when a new response is created for the selected form.).
Then set up an Action for Airtable
Choose this action: Create a Record (Creates a new record in Airtable.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Tally and Airtable.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Airtable records for new Tally responses!
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
Triggers when a record is created or updated.
Triggers when a new new record is created in a specifc view.
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
New or modified records
Get form fields
Get forms
Get responses
Lists all field definitions for the selected form.
Triggers when a new form submission is received.
New response (instant)
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.