Plumsail Documents + Tally

Create Plumsail Documents processes from new Tally submissions

Save time and streamline your document processing with this Tally and Plumsail Documents automation. Whenever a new submission is received in Tally, this workflow will trigger the start process in Plumsail Documents, allowing you to quickly get started with your document tasks. No more manual work—just a seamless connection that keeps your documents up to date and your productivity high.

Save time and streamline your document processing with this Tally and Plumsail Documents automation. Whenever a new submission is received in Tally, this workflow will trigger the start process in Plumsail Documents, allowing you to quickly get started with your document tasks. No more manual work—just a seamless connection that keeps your documents up to date and your productivity high.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    Plumsail DocumentsPlumsail Documents
    Start Process

    Start the process and return generated document.

    ActionWrite
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Supported triggers and actions

    • Process NameRequired

    Trigger
    Instant
    Try It
    • PDF fileRequired

    • Password

    Action
    Write
    • CSV fileRequired

    • Use first line as headers

    • Delimiter

    • Rows Count

    • Mapppings

    • Locale

    Action
    Write
    • DOC fileRequired

    Action
    Write
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

Related categories

  • Documents
tally logo
tally logo

About Tally

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

Related categories

  • Forms & Surveys

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Zapier Interfaces

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