Formstack Documents + Tally

Create Formstack Documents data routes from new Tally submissions

Save time and streamline your document generation process with this automation between Tally and Formstack Documents. When a new submission is received in Tally, this workflow will create a data route merge in Formstack Documents, ensuring your documents are always up-to-date with the latest information. Simplify your workflow and improve accuracy with this efficient solution.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Create Data Route Merge
Send data to your Data Route URL.
ActionWrite

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Supported triggers and actions

What does this mean?

- Select a formRequired
Trigger
Instant
Try It
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
Action
Write
- FileRequired
Action
Write

New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write

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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