Tally
Microsoft Excel
integromat

An automated workflow using integromat

Connects Tally + Microsoft Excel

Add Microsoft 365 Excel worksheet rows for new Tally responses

About this workflow template

This automation scenario allows you to connect Tally and Microsoft Excel

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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.

Tally and Microsoft Excel can also be integrated using automation tools other than integromat:

Diagram

Add Microsoft 365 Excel worksheet rows for new Tally responses
Workflow diagram: Tally + Microsoft Excel integration

How it works?

When this trigger fires in Tally

Tally

Watch New Responses in Tally

Triggers when a new response is created for the selected form.

Then this action happens in Microsoft Excel

Microsoft Excel

Add a Worksheet Row in Microsoft Excel

Adds a new worksheet row.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add Microsoft 365 Excel worksheet rows for new Tally responses.

Part I

Configure Applications

First, we need to connect Tally and Microsoft Excel to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Tally to Make.com.

    Connect Tally to Make.com.

    Give Make.com access to your Tally account, using Tally credentials.

  • Connect Microsoft Excel to Make.com.

    Connect Microsoft Excel to Make.com.

    Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.

Part II

Build an integration workflow

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

    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 Microsoft Excel

    Then set up an Action for Microsoft Excel

    Choose this action: Add a Worksheet Row (Adds a new worksheet row.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Tally and Microsoft Excel.

  • Test the workflow and turn it on for production use

    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 Add Microsoft 365 Excel worksheet rows for new Tally responses!

Supported triggers and actions

  • Microsoft Excel

    New row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Excel

    Updated row

    Triggers when a row is added or updated in a worksheet.

    zapier
    triggerbyzapier
  • Microsoft Excel

    New row in table

    Triggers when a new row is added to a table in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Microsoft Excel

    Watch worksheet rows

    Triggers when a new row is added to a worksheet.

    integromat
    triggerbyintegromat
  • Microsoft Excel

    New worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Microsoft Excel

    Watch table rows

    Triggers when a new row is added to a table.

    integromat
    triggerbyintegromat
  • Tally

    Get form fields

    Get form fields

    pipedream
    actionbypipedream
  • Tally

    Get forms

    Get forms

    pipedream
    actionbypipedream
  • Tally

    Get responses

    Get responses

    pipedream
    actionbypipedream
  • Tally

    List fields definitions

    Lists all field definitions for the selected form.

    integromat
    actionbyintegromat
  • Tally

    New submission

    Triggers when a new form submission is received.

    zapier
    triggerbyzapier
  • Tally

    New response (instant)

    New response (instant)

    pipedream
    triggerbypipedream

Apps you need

Microsoft Excel

Microsoft Excel

Spreadsheets

A spreadsheet tool for data management and analysis

Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.