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Tally

Connect signNow and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Cancels a group invite.

  • Cancels an invite to sign a document.

  • Adds a custom event to the audit log.

  • Creates a new document copy from a template.

  • Creates a document group from a list of documents.

  • Creates a Folder.

  • Creates a signing link for a specific document. Signing links allow the user (recipients of the signing link) to send invites to this document on your behalf.

  • Creates a template using a document.

  • Deletes a document.

  • Deletes a document group.

  • Deletes a folder.

  • Downloads a document as zip or pdf.

  • Downloads a file attached to the document by signer.

  • Retrieves a document.

  • Retrieves document and role information of documents in a document group.

  • Retrieves invite action information of a group invite, including the status of each step and action.

  • Retrieves a one-time use URL to download the document as a PDF.

  • Retrieves the details of the user.

  • Performs an arbitrary authorized API call.

  • Merges existing documents into one.

  • Moves a document to a specified folder.

  • Renames a folder.

  • Resends invite emails to those with pending invites for the group invite or to specific users.

  • Resends your email invitation.

  • Sends a free-form invite or a role-based invite.

  • Creates a multi-step invite for a document group.

  • Uploads a document. Accepts .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx and .png file types.

  • Uploads a document with signNow text tags. Only .doc, .docx, and .pdf are supported.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between signNow and Tally.

Cancel a Document Group Invite
Cancels a group invite.
Action
Cancel an Invite
Cancels an invite to sign a document.
Action
Create a Custom Event
Adds a custom event to the audit log.
Action
Create a Document from a Template
Creates a new document copy from a template.
Action
Create a Document Group
Creates a document group from a list of documents.
Action
Create a Folder
Creates a Folder.
Action
Create a Signing Link
Creates a signing link for a specific document. Signing links allow the user (recipients of the signing link) to send invites to this document on your behalf.
Action
Create a Template
Creates a template using a document.
Action
Delete a Document
Deletes a document.
Action
Load more

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.