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Select a trigger from Tally

A trigger is an event that starts your Zap and runs the workflow. For example, with Tally, a trigger could be "New Submission."
A trigger is the event that kicks off your automated workflow.

Setup an action from Gmail

An action is what takes place after the automation is triggered. For example, with Gmail, the action could be "Add Label to Email."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Tally to Gmail

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Tally + Gmail integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Gmail

How do I set up an integration between Tally and Gmail?

To set up an integration, you'll need to use our platform to create a 'Zap.' Begin by selecting Tally as the trigger application and configure the specific trigger event you want (such as a new response submission). Then, choose Gmail as the action app and set the particular action you want to perform (like sending an email). Follow the prompts to authenticate both accounts, and you'll have your integration ready.

What triggers can I use in Tally for my Gmail actions?

You can use triggers like 'New Form Submission' in Tally, which will automatically initiate actions in Gmail. This means every time someone submits a form via Tally, your chosen action, such as sending a confirmation email through Gmail, will be executed.

Can I customize the emails sent from Gmail when using the Tally integration?

Yes, you can customize your emails. When setting up your action in our platform after choosing Gmail, you'll be able to specify email subject lines, body content, recipient addresses, and more based on data from a submitted Tally form.

Is it possible to send attachments via Gmail with this integration?

Yes, it is possible. When configuring your action step with Gmail after a triggered event from Tally, you have options to include attachments that might come from form submissions or other sources connected within our application.

Are there any limitations on using data from Tally in my Gmail integrations?

While most data fields available in Tally can be used in your integrations with Gmail for crafting emails or managing recipients' list dynamically, there might be limitations based on permissions set within respective platforms or any third-party restrictions applied by either service provider.

How secure is my data when integrating between Tally and Gmail?

We ensure that all connections between applications are encrypted and utilize OAuth for authentication. This guarantees secure data handling and access control while you configure triggers and actions between Tally and Gmail.

Can I automate responses via Email for every form submission on Tally?

Absolutely! Once you set up a 'New Form Submission' trigger from Tally with an action in Gmail to send emails automatically upon each submission, responses can be dispatched without manual intervention.

Practical ways you can use Tally and Gmail

Automated financial reporting

Streamline the generation of weekly and monthly financial reports through the use of automation tools, reducing manual intervention and ensuring accuracy.

Business Owner
Lead scoring with analytics

Build and automate a workflow that scores potential leads based on their engagement levels and demographic data, helping to prioritize outreach efforts.

Marketing & Marketing Ops
Task allocation based on workload

Implement a system to automatically allocate tasks to team members based on their current workload and skill set, ensuring balanced distribution of work.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Label or mailbox
    • Search keywords
    Trigger
    Polling
    Try It
    • Search keywords
    Trigger
    Polling
    Try It

Learn how to automate Tally on the Zapier blog

Learn how to automate Gmail on the Zapier blog

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About Tally
The simplest way to create beautiful forms and surveys, for free.
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About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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