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Documentero + Tally

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.

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.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    DocumenteroDocumentero
    Generate Document and Send as Email Attachment

    Generate Word or PDF Document based on Document Template and sends it to the specified email as an attachment.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    Try It
    • Output format

    • EmailRequired

    • Email Subject

    • Email Message

    Action
    Write
    • Output format

    Action
    Write
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About Documentero

Documentero is a cloud service that can generate simple and advanced Word or PDF documents based on .docx templates.
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Related categories

  • Documents
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Related categories

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