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ZipZign
Tally

Connect ZipZign and Tally

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

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Create a custom workflow

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

  • Triggers when a new form response is submitted.

2. Select an action

  • Creates a new document from HTML, a URL, or an uploaded PDF. Returns a document ID and shareable signing/payment link.

  • Retrieves a document by ID including its status, PDF URL, and signer details.

  • Returns the current status and last updated timestamp of a document. Lightweight alternative to Get Document when you only need to poll for status changes.

  • Returns the full signing audit trail for a document including signer consent records, IP addresses, and a chronological event log.

  • Perform a custom authenticated request to any ZipZign API endpoint. For advanced use cases not covered by other modules.

  • Transitions a draft document to its active state and notifies recipients. Signers receive invite emails, payers receive an invoice.

  • Replaces the HTML content of a draft document and regenerates its PDF. Cannot update documents that are already signed, paid, or complete.

  • Recomputes the SHA-256 hash of a signed document's PDF and checks it against the stored hash. Returns whether the document has been tampered with.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between ZipZign and Tally.

Create a document
Creates a new document from HTML, a URL, or an uploaded PDF. Returns a document ID and shareable signing/payment link.
Action
Get a document
Retrieves a document by ID including its status, PDF URL, and signer details.
Action
Get a document status
Returns the current status and last updated timestamp of a document. Lightweight alternative to Get Document when you only need to poll for status changes.
Action
Get an audit trail
Returns the full signing audit trail for a document including signer consent records, IP addresses, and a chronological event log.
Action
List documents
Returns a paginated list of documents, with optional filters by status, type, and date range.
Search
List Fields Definitions
Lists all field definitions for the selected form.
Search
Make an API call
Perform a custom authenticated request to any ZipZign API endpoint. For advanced use cases not covered by other modules.
Action
Send a document
Transitions a draft document to its active state and notifies recipients. Signers receive invite emails, payers receive an invoice.
Action
Update a document
Replaces the HTML content of a draft document and regenerates its PDF. Cannot update documents that are already signed, paid, or complete.
Action
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FAQs

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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.