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Launch your first automated workflow
Start with a template that brings Tally and Zoom together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Zoom - 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 Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects Tally and Zoom, 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- New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItTriggerInstant - Webinar or Meeting?Required
Try ItTriggerInstant- Upcoming Meeting
Try ItTriggerInstant
- Meeting TypeRequired
Try ItTriggerInstant- Meeting TypeRequired
Try ItTriggerInstant- New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Try ItTriggerInstant
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Connect Tally and Zoom to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Tally on the Zapier blog
Learn how to automate Zoom on the Zapier blog
Frequently Asked Questions about Tally + Zoom integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Zoom
How can I connect Tally with Zoom?
You can connect Tally with Zoom using our platform by creating a new Zap. Choose Tally as the trigger app and select an event like 'New Response' from a form as the trigger, then choose Zoom as the action app and configure it to perform actions such as 'Create Meeting' or 'Register Participant'.
What events can trigger actions in Zoom when using Tally?
When integrating Tally with Zoom, events like 'New Response' on a Tally form can be used as triggers. Once triggered, this can initiate actions in Zoom, such as scheduling a meeting or adding a registrant.
Is it possible to automate participant registration on Zoom through Tally responses?
Yes, you can automate registering participants for Zoom webinars by setting up a Zap where responses from a specific Tally form automatically add participants to your Zoom event. Simply set up the form submission on Tally as the trigger and use 'Add Registrant' in Zoom as the action.
Can I create recurring meetings on Zoom using data from Tally?
Currently, our platform supports creating regular meetings through information obtained from Tally submissions. However, setting them up as recurring meetings involves additional manual configuration directly within your Zoom settings after their creation.
Are there any limitations when integrating Tally with Zoom via your platform?
While our platform allows seamless integration between Tally and Zoom for tasks like scheduling meetings or registering participants based on form submissions, certain complex configurations such as recurring meeting setups and advanced participant management may require additional steps within the respective applications.
How do I ensure that the information collected on my Tally forms correctly maps to my Zoom invitations or registrations?
Ensure that fields in your Tally forms match those needed by Zoom for invitations or registrations when configuring your Zap. This involves correctly mapping each piece of data during setup to ensure all necessary information is available when the action occurs in Zoom.
Can I send customized follow-up emails via Zoom after someone submits a response on my Tally form?
Directly sending customized follow-up emails using just our integration between Tally and Zoom isn't supported; however, you could incorporate another email service into your Zap setup to send personalized emails once a response is recorded in the system.
