Generate documents in Documentero from new submissions in Tally
Manage your documents effectively and enhance your productivity with this workflow. When a new submission takes place in Tally, it prompts the creation of a document in Documentero. This workflow aids in improving the consistency and efficiency of your document management system, reducing the need for manual inputs.
Manage your documents effectively and enhance your productivity with this workflow. When a new submission takes place in Tally, it prompts the creation of a document in Documentero. This workflow aids in improving the consistency and efficiency of your document management system, reducing the need for manual inputs.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Generate Document
Generate Word, Excel or PDF Document based on Document Template
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Generate Document
Generate Word, Excel or PDF Document based on Document Template