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Set up your first integration
Quickly connect Tally to Microsoft Teams with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Microsoft Teams - 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 Channel" in Microsoft Teams.
You’re connected!
Zapier seamlessly connects Tally and Microsoft Teams, 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- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Try ItTriggerPolling- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - TeamRequired
- ChannelRequired
Try ItTriggerPolling
- TeamRequired
Try ItTriggerPolling- ChatRequired
- Exclude messages by you?
Try ItTriggerPolling- TeamRequired
Try ItTriggerPolling- TeamRequired
- ChannelRequired
Try ItTriggerPolling
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Practical ways you can use Tally and Microsoft Teams
Notify Teams of new Tally submissions.
When a new form submission is received in Tally, automatically notify a Microsoft Teams channel to improve cross-team communication and action items.
ITSend Teams alerts for new survey responses.
When a new survey response is received in Tally, Zapier will notify the marketing team in a dedicated Microsoft Teams channel. This ensures the team can act quickly on feedback or data from the survey.
Marketing & Marketing OpsCreate Teams channels for new Tally forms.
When a new form is created in Tally, automatically create a corresponding channel in Microsoft Teams to streamline collaboration and communication around the project.
Project ManagementLearn how to automate Tally on the Zapier blog
Learn how to automate Microsoft Teams on the Zapier blog
Frequently Asked Questions about Tally + Microsoft Teams 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 Teams
How can I connect Tally with Microsoft Teams via Zapier?
To connect Tally with Microsoft Teams, you need to set up a Zap in your Zapier account. Select Tally as the trigger app and choose from triggers like 'New Response' or 'New Form'. Then, select Microsoft Teams as the action app where you can choose actions such as 'Send Channel Message' or 'Create Channel'. Follow the prompts to authenticate your accounts and configure how data should be transferred.
What triggers are available for Tally in Zapier?
Within our platform, Tally offers triggers like 'New Response', which fires when a new form response is submitted, and 'New Form', which activates when a new form is created. These triggers help automate processes between Tally and other applications, such as Microsoft Teams.
Can I send a message in Microsoft Teams when a form is submitted on Tally?
Yes, by using the 'New Response' trigger in Tally and setting the action in Microsoft Teams to 'Send Channel Message', you can automate sending messages in a specified channel whenever a form response is submitted on Tally.
What actions can I perform in Microsoft Teams with this integration?
With this integration, you can perform various actions such as sending messages to channels using the 'Send Channel Message' action or even creating new channels using the 'Create Channel' action based on specific triggers from Tally.
Do I need any special permissions to integrate Tally with Microsoft Teams?
You'll need access permissions for both your Tally account and your Microsoft Teams account. When setting up your Zap, we will prompt you to authorize permissions so that data can flow seamlessly between these applications.
Is it possible to create a new team in Microsoft Teams through this integration?
While creating an entirely new team isn't supported directly by our Microsoft Teams integration at this time, you can automate creating new channels within existing teams using triggers from your forms on Tally.
How do I troubleshoot issues with my integration between Tally and Microsoft Teams?
First, ensure that both apps are authenticated correctly within our platform. Check that your Zaps have been set up correctly with adequate conditions for each trigger-action pair. If problems persist, consult our help documentation or reach out for support through your account dashboard.