Documentero + Tally
Documentero + Tally
Documentero + Tally integrations
Generate and email documents in Documentero for new submissions in Tally
Streamline your document generation and email process with this seamless workflow. When a new submission is received in Tally, it triggers a document creation in Documentero which is then sent as an email attachment. This eliminates the need for manual efforts, ensuring swift communication and efficient handling of Tally submissions.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Generate Document and Send as Email AttachmentGenerate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.
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More things you can do with Tally and Documentero
Discover other triggers and actions you can use with Tally and Documentero
- Select a formRequired
Try ItTriggerInstant- EmailRequired
- Email CC
- Email BCC
- Email Subject
- Email Message
- Email Footer
- Email Sender
ActionWrite
- Generate Document
Generate Word, Excel or PDF Document based on Document Template
ActionWrite
About Documentero
Documentero is a cloud service that can generate simple and advanced Word, Excel or PDF documents based on .docx / .xlsx templates.
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About Tally
The simplest way to create beautiful forms and surveys, for free.
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