An automated workflow using integromat
Connects Tally + PDFMonkey
Create PDFMonkey documents from Tally form responses
About this workflow template
This automation scenario allows you to connect Tally and PDFMonkey
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 PDFMonkey can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Tally
Watch New Responses in Tally
Triggers when a new response is created for the selected form.
Then this action happens in PDFMonkey
Generate a Document in PDFMonkey
Generate a document based on dynamic data.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create PDFMonkey documents from Tally form responses.
Part I
Configure Applications
First, we need to connect Tally and PDFMonkey 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 PDFMonkey to Make.com.
Give Make.com access to your PDFMonkey account, using PDFMonkey 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
Choose the following trigger: Watch New Responses (Triggers when a new response is created for the selected form.).
Then set up an Action for PDFMonkey
Choose this action: Generate a Document (Generate a document based on dynamic data.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Tally and PDFMonkey.
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 PDFMonkey documents from Tally form responses!
Related Automation Templates
Supported triggers and actions
Document generated
Triggers when a document's generation is complete and successful.
triggerbyzapierpabbly-connectWatch documents
Triggers when a document's generation is complete and successful.
triggerbyintegromatFetch all apps
Fetch all accessible apps.
triggerbyzapierFetch all templates
Fetch all accessible templates.
triggerbyzapierFetch all workspaces
Fetch all accessible workspaces.
triggerbyzapierDocument is generated
Document is generated
triggerbyintegrately
Get form fields
Get form fields
actionbypipedreamGet forms
Get forms
actionbypipedreamGet responses
Get responses
actionbypipedreamList fields definitions
Lists all field definitions for the selected form.
actionbyintegromatNew submission
Triggers when a new form submission is received.
triggerbyzapierNew response (instant)
New response (instant)
triggerbypipedream
Apps you need
PDF Monkey allows you to build templates in the web browser, use external data (API JSON or Workflow Automation Service) to fill the template and automatically get awesome PDF as a result.
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.
