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DocuWare
Tally

Connect DocuWare and Tally

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

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Create a custom workflow

Integrate DocuWare 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
DocuWare
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Appends a file to a document.

  • Converts the index data of documents to a flat list.

  • Deletes a document in a file cabinet.

  • Deletes a file in a document.

  • Downloads a document (e.g., original, PDF with annotations, or PDF without annotations).

  • Downloads a file from a document.

  • Gets all index data for a document.

  • Imports a document to a document tray.

  • Performs an arbitrary authorized API call.

  • Places a stamp on a page of a document.

  • Replaces a file in a document.

  • Store a document to a file cabinet.

  • Updates the index data of a document.

  • Creates a response for the dialog validation.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between DocuWare and Tally.

Append a File
Appends a file to a document.
Action
Convert the Index Fields to a Flat List
Converts the index data of documents to a flat list.
Action
Delete a Document
Deletes a document in a file cabinet.
Action
Delete a File
Deletes a file in a document.
Action
Download a Document
Downloads a document (e.g., original, PDF with annotations, or PDF without annotations).
Action
Download a File
Downloads a file from a document.
Action
Get Dialogs
Retrieves a list of dialogs associated with the selected file cabinet.
Search
Get Document Information
Gets all index data for a document.
Action
Get File Cabinets and Document Trays
Retrieves a list of all available file cabinets and document trays.
Search
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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.