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Formstack Documents + Tally

Formstack Documents + Tally

Formstack Documents + Tally integrations

Generate merged documents in Formstack Documents from new Tally submissions

Effortlessly merge your Tally submissions into Formstack Documents with this seamless workflow. When you receive a new submission in Tally, this automation will create a document merge in Formstack Documents using the submission data. Save time and streamline your document generation process without any manual intervention.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new form submission is received.
  2. automatically do this!
    Create Document Merge
    Create Document Merge
    Create Document MergeSend data to your Merge URL.
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More things you can do with Tally and Formstack Documents

Discover other triggers and actions you can use with Tally and Formstack Documents

    • Select a form
      Required
    Trigger
    Instant
    Try It
    • Output
      Required
    • File Name
    • File 1
      Required
    • File 2
    • File 3
    • File 4
    • File 5
    Action
    Write
    • Route
      Required
    • Download File
    Action
    Write
    • File
      Required
    Action
    Write
  • Formstack Documents triggers, actions, and search
    New Merged Document

    Triggers when a merged/populated document is created.

    Trigger
    Instant
    Try It
    • File
      Required
    Action
    Write
    • Document
      Required
    • Download File
    Action
    Write
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About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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About Tally
The simplest way to create beautiful forms and surveys, for free.
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Related Zap Templates

  • Create Formstack Documents data routes from new Tally submissions