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Plumsail Documents
Tally

Connect Plumsail Documents and Tally

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

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Create a custom workflow

Integrate Plumsail Documents 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
Plumsail Documents
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Add a watermark to PDF Document which can be text, an image, or other PDF

  • Reduces PDF Document's size by compressing images in the document and performing other optimizations if possible

  • Convert CSV to XLSX Excel File

  • Takes DOC document and converts it to DOCX

  • This action takes DOCX document and converts it to PDF

  • Takes EML or MSG file and converts it to PDF

  • Takes HTML markup, renders it and converts to DOCX document.

  • This action takes HTML markup, renders it and converts to PDF document

  • Takes images and converts them to a PDF document

  • Convert JSON to CSV file

  • Convert JSON to XLSX Excel File

  • Takes PPT document and converts it to PPTX

  • This action takes PPTX document and converts it to PDF

  • Takes a file and converts it to PDF. Refer to documentation for list of all supported file extensions

  • Takes XLS document and converts it to XLSX

  • This action takes XLSX document and converts it to PDF

  • Compresses and adds files to a ZIP archive

  • Takes DOCX document and replaces special tokens in double curly braces with specified data.

  • Takes PPTX document and replaces special tokens in double curly braces with specified data.

  • Takes XLSX document and replaces special tokens in double curly braces with specified data.

  • Takes HTML file or Raw HTML and replaces special tokens in double curly braces with specified data.

  • Extract text from PDF document into a text or HTML file

  • Fills in Merge Fields in DOCX with provided data

  • Fills in PDF form with provided data

  • Extracts form data from a fillable PDF, returning a JSON object where each key represents a form input name and the corresponding value is the input's filled data.

  • Returns information whether the PDF document is password protected

  • Performs an arbitrary authorized API call.

  • Convert and merge multiple files into a single PDF document.

  • Takes multiple DOCX documents and merges them into a single file

  • Add password, copy, printing, and other protections to a PDF file.

  • Replaces all strings that match a regular expression pattern with a specified replacement.

  • Evaluate whether provided regular expression matches any part of a given input string

  • Fills a template related to the selected process with the JSON data

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Plumsail Documents and Tally.

Add Watermark to PDF Document
Add a watermark to PDF Document which can be text, an image, or other PDF
Action
Compress PDF Document
Reduces PDF Document's size by compressing images in the document and performing other optimizations if possible
Action
Convert CSV to XLSX
Convert CSV to XLSX Excel File
Action
Convert DOC to DOCX
Takes DOC document and converts it to DOCX
Action
Convert DOCX to PDF
This action takes DOCX document and converts it to PDF
Action
Convert Email to PDF
Takes EML or MSG file and converts it to PDF
Action
Convert HTML to DOCX
Takes HTML markup, renders it and converts to DOCX document.
Action
Convert HTML to PDF
This action takes HTML markup, renders it and converts to PDF document
Action
Convert Images to PDF
Takes images and converts them to a PDF document
Action
Load more

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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.