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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Archive a Document" in DocuMocu.

You’re connected!

Zapier seamlessly connects Tally and DocuMocu, 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 form
  Required
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
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Document Completed
Triggers when a document is completed.
Trigger
Instant
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Document Updated
Triggers when a document is updated.
Trigger
Instant
Try It
- Product
  Required
Action
Write

- Product
  Required
Action
Write
- Name
  Required
- ID of the parent category.
Action
Write

- Name
  Required
- Template
- Folder
- Add Recipients
Action
Write
- Document
  Required
- Email
  Required
- Name
  Required
- Passcode
- Role
Action
Write
- Document
  Required
Action
Write
- Template
  Required
Action
Write
- Contact
  Required
- Address
- City
- Country
- Email
  Required
- Job_title
- Name
  Required
- Organization
- Phone
- Postal_code
- State
Action
Write
- Document
  Required
- Status
  Required
- Note
- Send Notification
Action
Write
- Document
  Required
- Recipient
  Required
- Address
- City
- Country
- Job Title
- Name
  Required
- Organization
- Passcode
- Phone
- Postal Code
- Role
- State
Action
Write
- Contact
  Required
Action
Search
- Product
  Required
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
- Document
  Required
Action
Write
- Document
  Required
Action
Write
- Template
  Required
Action
Write
- Address
- City
- Country
- Email
  Required
- Job_title
- Name
  Required
- Organization
- Phone
- Postal_code
- State
Action
Write
- Category
- Currency
  Required
- Description
- Name
  Required
- Price
  Required
- SKU
Action
Write
- Name
  Required
Action
Write
- Product
  Required
Action
Write
- Category
  Required
- Name for the category.
  Required
Action
Write
- Document
  Required
- Name
- Recipient Language
- Reminder Days
- Recurring Reminder Frequency
- Recurring Reminder Period Unit
- Allow Forwarding
- Allow Download
- Currency
- Page Orientation
- Page Size
Action
Write
- Product
  Required
- Category
- Currency
- Description
- Name
  Required
- Price
  Required
- SKU
Action
Write
- Category
  Required
Action
Search
- Document
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Tally and DocuMocu 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Tally on the Zapier blog

Make work flow with AI

Level up your Tally to DocuMocu integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Tally

The simplest way to create beautiful forms and surveys, for free.

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About DocuMocu

DocuMocu is document management software for creating, sending, and signing proposals and documents.

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