Connect Tally and Microsoft SharePoint to unlock the power of automation
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Set up your first integration
Quickly connect Tally to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Microsoft SharePoint - 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 (Across Sites)" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Tally and Microsoft SharePoint, 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- Site
- ListRequired
Try ItTriggerPolling- Site
- Folder
Try ItTriggerPolling
- Site
- FolderRequired
Try ItTriggerPolling- Site
- FolderRequired
Try ItTriggerPolling- Site
- FolderRequired
Try ItTriggerPolling- SiteRequired
- ListRequired
Try ItTriggerPolling
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Practical ways you can use Tally and Microsoft SharePoint
Store customer feedback in SharePoint
Whenever a new feedback form is submitted via Tally, Zapier will upload the data into Microsoft SharePoint as a new list item. This automation keeps customer feedback organized and accessible without requiring repetitive manual data entry.
Business Owner
Organize form data in SharePoint folders
When a new form is submitted in Tally, Zapier will create a designated folder in SharePoint for storing associated documents or files. This supports IT teams in maintaining structured and easily retrievable records.
ITSync new form submissions to SharePoint
When a new form submission is received in Tally, Zapier will automatically create a new list item in the designated Microsoft SharePoint list. This ensures your team has all the collected data stored and accessible in one central location for better collaboration and tracking.
Marketing & Marketing OpsLearn how to automate Tally on the Zapier blog
Frequently Asked Questions about Tally + Microsoft SharePoint 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 SharePoint
How can I integrate Tally with Microsoft SharePoint?
To integrate Tally with Microsoft SharePoint, you'll need to use our platform to connect both applications. Within our system, you'll set up specific triggers in Tally that will lead to actions in SharePoint. One common setup is triggering the creation of a new folder in SharePoint whenever a new entry is added in Tally.
What are the available triggers for Tally in this integration?
In this integration, the available triggers for Tally include actions like "New Entry" or "Updated Entry." These triggers initiate specified actions within your connected Microsoft SharePoint account.
What types of actions can be performed in SharePoint when using this integration?
When integrating with Microsoft SharePoint, possible actions include creating a new file or folder, updating file properties, or adding items to a list based on new data entries from Tally.
Do I need any programming skills to set up the integration between Tally and SharePoint?
No programming skills are needed to set up this integration. Our user-friendly platform allows you to easily configure triggers and actions through an intuitive interface.
Can I customize what data gets transferred from Tally to SharePoint?
Yes, you can fully customize the data transfer between Tally and SharePoint. By specifying conditions and filters in our platform, you determine precisely which data should prompt specific actions within SharePoint.
Is it possible to test my integration setup under real-world conditions before going live?
Certainly! Our platform offers testing capabilities that simulate real-world conditions so you can verify that your triggers and actions between Tally and SharePoint operate as expected.
Are there any limitations on the number of triggers or actions I can set up in my workflow?
The number of triggers or actions you can include in your workflow may depend on your subscription plan with us. Review your plan details for specifics on any potential limitations or contact our support team for clarity.
