Connect Tally and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect Tally to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Microsoft Office 365 - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Tally.
Add your action
An action happens after the trigger—such as "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Tally and Microsoft Office 365, automating your workflow.
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.
- Select a formRequired
Try ItTriggerInstant- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Practical ways you can use Tally and Microsoft Office 365
Save survey responses as calendar events
Streamline scheduling by automating calendar updates. When a new form submission is received in Tally, the details can trigger an event creation in Microsoft Office 365 Calendar. This ensures no survey-driven scheduling detail is overlooked, improving operational efficiency and engagement.
Business Owner
Log Tally submissions for IT issue tracking
Keep track of IT submissions without missing a beat. When Tally receives a new submission, this can trigger the creation of a draft email in Microsoft Office 365. IT teams can quickly review, edit, and send it, streamlining the response process for user-reported issues.
ITNotification to marketers for lead forms
Helps marketers stay informed about leads in real time. When a new Tally form submission indicates a lead, Zapier will trigger an email notification in Microsoft Office 365. This enables quicker follow-ups and prevents missed opportunities.
Marketing & Marketing OpsLearn how to automate Tally on the Zapier blog
Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Tally + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Microsoft Office 365
How do I connect Tally to Office 365?
To connect Tally to Office 365, you'll first need to ensure you have the appropriate permissions from your Office 365 admin. Once you have access, use our integration platform to create a connection by selecting Tally and Office 365 as applications. You'll then authenticate both accounts, enabling real-time data syncing and automation based on specific triggers and actions.
Is it possible to automate invoice creation in Office 365 from Tally?
Yes, it's possible to automate the creation of invoices in Office 365 Excel or Word by setting up triggers in Tally that launch an action in Office 365 whenever new financial records are added or updated within your Tally software.
Can I extract data from Office 365 and update it in Tally?
Certainly! Our integration allows you to set up triggers whenever there’s an update or a new entry in Office 365 documents like Excel spreadsheets, which can automatically update relevant entries or fields within your Tally system.
What kind of triggers can I use with this integration?
You can use various triggers such as the creation or updating of a document, receipt of an email, or a calendar event in Office 365. These triggers can initiate actions like creating entries in Tally, updating records, or even generating reports.
Are my data privacy and security ensured during the integration process?
We prioritize data privacy and security by using encrypted channels for data transfer between Tally and Office 365. Additionally, our platform complies with major industry standards for data protection and undergoes regular audits.
What are some common actions available when integrating these two platforms?
Common actions include creating or updating records in either application; exporting reports from Tally directly into Excel; synchronizing contacts between Outlook and Tally; and setting reminders based on financial milestones achieved within your accounting software.
Do I need any special setup within my office's IT environment for this integration?
No special setup is required other than ensuring that you have administrative access to both applications for authentication purposes. Our user-friendly interface guides you through each step without needing intensive IT support.
