Documentero + Tally
Generate and email documents in Documentero for new submissions in Tally
Streamline your document generation and email process with this seamless workflow. When a new submission is received in Tally, it triggers a document creation in Documentero which is then sent as an email attachment. This eliminates the need for manual efforts, ensuring swift communication and efficient handling of Tally submissions.
Streamline your document generation and email process with this seamless workflow. When a new submission is received in Tally, it triggers a document creation in Documentero which is then sent as an email attachment. This eliminates the need for manual efforts, ensuring swift communication and efficient handling of Tally submissions.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Generate Document and Send as Email Attachment
Generate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.
- Free forever for core features
- 14 day trial for premium features & apps
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Generate Document
Generate Word, Excel or PDF Document based on Document Template
