Tally + Zoho Writer

Merge and download Zoho Writer templates for new Tally submissions

Streamline your document creation process with this seamless workflow. When a new submission is detected in the Tally app, a template in Zoho Writer is automatically merged with the data, and the merged document is instantly downloaded. Save valuable time and effortlessly manage data from Tally submissions using this efficient automation.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Merge and Store
Merges a document and stores it in a particular folder in Zoho WorkDrive.
ActionWrite

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Supported triggers and actions

- Select a formRequired
Trigger
Instant
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Favourite Document
Triggers when the document is marked as favourite.
Trigger
Polling
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- Folder ID
Trigger
Polling
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- Document IDRequired
- FIle NameRequired
- Recipient EmailRequired
- Recipient Name
- Action TypeRequired
- LanguageRequired
- Private Notes
Action
Write
- DocumentRequired
- Attach AsRequired
- Send to (URL)Required
- Password
- Invoke periodRequired
- Merge ToRequired
Action
Write

- Folder ID
- Document Name
- TextRequired
Action
Write

- ScopeRequired
- Document IDRequired
Trigger
Polling
Try It
New Document
Triggers when a new document has been created.
Trigger
Polling
Try It
- DocumentRequired
- Mail TypeRequired
- Recipient Email AddressRequired
- SubjectRequired
- Message Body
- Attachment Name
- Attachment Password
- Cc
- BCC
Action
Write
- Document IDRequired
- Document NameRequired
- Folder IDRequired
Action
Write
- MessageRequired
- SubjectRequired
- Document NameRequired
- Document IDRequired
- Number of recipients
Action
Write
- Document Name
- Folder ID
- Web URLRequired
Action
Write