1.Detect new form submission
Integrate Tally and intake form workflows to capture submission details and trigger downstream record creation.
Create job and schedule inspection from intake form
Automatically monitor Tally form submissions and create intake records across Tally and Airtable. Create and update when intake submitted, job reference provided, or inspection date selectedβso you can create client records, book inspections, and update job status without manual triage.
How this automation accelerates inspection scheduling
When intake form submissions land in Tally, delays can slow dispatch and claim workflows. This automation creates client and job records, generates a job pack, and books calendar inspections while notifying teams and updating statusβso your operation can move fast.
Tallyor swap with your favorite app
2.Creates client record
Integrate Airtable and contact data tools to map intake fields and create a new record in your configured Clients table.
Airtableor swap with your favorite app
3.Creates job record
Integrate Airtable and job tracking databases to map job fields and create a new record in your configured Jobs table.
4.Finds or creates job folder
Integrate Google Drive and cloud storage tools to find or create a folder named from client or job reference.
Google Driveor swap with your favorite app
5.Creates job links document
Integrate Google Docs and document templates to create a prefilled doc with job links inside the Drive folder.
Google Docsor swap with your favorite app
6.Creates inspection calendar event
Integrate Google Calendar and scheduling tools to create a detailed event using preferred date time and address.
Google Calendaror swap with your favorite app
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Explore all permit & inspection tracking automations
Prevent project delays with automated status updates, inspection scheduling, and approval alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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