Connect Tally and OneDrive to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Tally and OneDrive together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with OneDrive - 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 "Copy File or Folder" in OneDrive.
You’re connected!
Zapier seamlessly connects Tally and OneDrive, 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- Folder
- Include Shared Files
Try ItTriggerPolling- Folder
- FileRequired
- File Name
ActionWrite- Item IDRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
ActionWrite
- Folder
- Include Shared Files
Try ItTriggerPolling- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
ActionWrite- Folder
- Folder NameRequired
ActionWrite- Item IDRequired
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
ActionWrite
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Practical ways you can use Tally and OneDrive
Backup Tally forms in OneDrive
When a new form is created in Tally, Zapier automatically adds a backup file in OneDrive. This provides a secure storage option for form templates and supports disaster recovery efforts, protecting your data and ensuring continuity.
Business Owner
Organize submissions to OneDrive folders
When a Tally form submission is received, Zapier automatically organizes the data into a designated folder in OneDrive. This automation saves time and helps maintain order in file storage, ensuring easier retrieval and reducing human error.
ITSave Tally submissions to OneDrive
When a new form submission is received in Tally, Zapier automatically saves the form responses to a file in OneDrive. This ensures all responses are stored in one place, streamlining file organization workflows and reducing manual effort to consolidate submissions.
Marketing & Marketing OpsLearn how to automate Tally on the Zapier blog
Learn how to automate OneDrive on the Zapier blog
Frequently Asked Questions about Tally + OneDrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and OneDrive
How can I integrate Tally with OneDrive?
To integrate Tally with OneDrive, you'll need to set up automation workflows using our platform. By creating 'Zaps', you can connect triggers in Tally such as form submissions with actions in OneDrive like file creation or updates.
What are the common triggers for Tally when integrating with OneDrive?
Common triggers for Tally when integrating with OneDrive include new form submissions and specific responses within a form. These triggers can prompt actions such as file creation or modification in OneDrive.
Which actions in OneDrive can be automated using Tally form submissions?
You can automate various actions in OneDrive using Tally form submissions, such as creating a new text file, updating an existing document, or organizing files into folders based on the responses collected from your forms.
Can I automatically upload files to OneDrive from a Tally response?
Yes, you can set up our platform to automatically upload files to OneDrive whenever there is a new response in Tally that contains file uploads. This ensures seamless data management across both platforms.
Is it possible to organize files in OneDrive based on responses received from Tally forms?
Absolutely. You can create a workflow where each response from your Tally forms creates or moves files into specific folders in OneDrive, helping you keep data organized according to categories defined by the responses.
What happens if a submitted form is updated or deleted after integration with OneDrive?
If a submitted form is updated, we can trigger corresponding updates to the associated files or folders in your OneDrive. However, if it is deleted, you'll need to manually remove any related documents unless you've set up an automatic delete trigger.
Can this integration handle multiple file types when uploading from Tally to OneDrive?
Yes, our integration supports multiple file types (e.g., PDFs, images) uploaded through Tally and seamlessly transfers them to your specified location within OneDrive.
