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Cognito Forms
Tally

Connect Cognito Forms and Tally

Explore ready-made Cognito Forms and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Cognito Forms with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Cognito Forms
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new entry.

  • Deletes an entry.

  • Gets the current status of an import and returns the number of successful and unsuccessful entries.

  • Import form entries from CSV or Excel files. Supports creating new entries, updating existing entries, or syncing entries.

  • Set a form's availability.

  • Updates an entry.

  • Upload a file to be used with an entry.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Cognito Forms and Tally.

Create entry
Creates a new entry.
Action
Delete entry
Deletes an entry.
Action
Get document
Gets an entry document.
Search
Get entry
Gets an entry.
Search
Get file
Gets a file by id.
Search
Get Form Entries
Retrieve entries from a form entry view using OData.
Search
Get forms
Retrieves a list of available forms.
Search
Get Import Status
Gets the current status of an import and returns the number of successful and unsuccessful entries.
Action
Import Entries
Import form entries from CSV or Excel files. Supports creating new entries, updating existing entries, or syncing entries.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.