Create PDFMonkey documents from Tally form responses

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Apps used in template

Tally

PDFMonkey

About

This template periodically checks for new Tally responses and uses the retrieved information to generate new documents in PDFMonkey.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

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The template expects your form to have the following fields:

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The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

Your source spreadsheet is expected to have these columns in this order: Email, First Name, Last Name, Company. If you don’t have these columns or have them in a different order, you will need to remap some of the items in the template.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Delete a Document

Delete a document based on its ID.

Action

Generate a Document

Generate a document based on dynamic data.

Action

Get a Document

Retrieves a Document based on its ID.

Action

List Fields Definitions

Lists all field definitions for the selected form.

Make an API Call

Perform an arbitrary authorized API call.

Action

Watch Documents

Triggers when a document's generation is complete and successful.

Trigger, Acid

Watch New Responses

Triggers when a new form response is submitted.

Trigger, Instant, Acid

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