Automate Tally Forms in monday.com
7 automation recipes that turn every Tally form response into a monday.com action — create items, update records, add comments, and apply conditional logic. All configured natively inside monday.com.
Why Use Tally Forms Automation?
More than just form-to-board sync. Route, filter, match, and update your data exactly the way your workflow demands.
Conditional Routing
Filter and route form responses using dropdown answers, text conditions, or numeric thresholds — only triggering actions when your exact criteria are met.
Match & Update Records
Don't just create — update. Match form responses to existing items or subitems by any column, keeping your board accurate and free of duplicates.
Flexible Data Mapping
Map any Tally field to any monday.com column — including posting the full response as an item comment. Works seamlessly with both items and subitems.
7 Recipe Types for Every Use Case
From basic item creation to conditional logic and smart record matching — pick the recipe that fits your workflow.
Automation Recipes
Select a recipe to explore its details.
Create Item or Subitem
The essential recipe. Instantly log every Tally form submission as a structured monday.com item or subitem with full column mapping.
When a new entry in {Form} is received, create an {Item/Subitem} in this {Group/Item} with this {Data}What happens
Every new form response triggers item or subitem creation. Map any Tally field to any monday.com column — and optionally post the full response as an item update/comment.
Get Running in 3 Simple Steps
No OAuth flows or complex configuration. Just an API key and you're ready to automate.
Install & Add Your API Key
Install the app from the monday.com marketplace. Then go to tally.so/settings/api-keys, click Create API Key, copy the key, and paste it into the app's credential field. Add a label to identify it. You can add multiple accounts.
Choose Your Recipe
Pick one of the 7 automation recipes from the monday.com automation center. Select the Tally form you want to listen to, then configure the trigger — including any conditional logic if needed.
Configure & Map Your Fields
Choose whether to create items or subitems (and in which group or parent item), then map your Tally form fields to the corresponding monday.com columns. Optionally post the full response as an item update.
Advanced Capabilities
Built for real workflows — with smart handling for duplicates, multiple accounts, and complex data scenarios.
API Key Auth
Simple, secure API key connection. Add multiple Tally accounts and label each for easy identification — no OAuth flows required.
Smart Matching
Match responses to existing items or subitems by any column. Choose to update the first match, all matches, or control what happens when no match is found.
Workflow Block
Use the Tally trigger as a standalone workflow block and connect it to any other custom action in monday.com's automation builder for maximum flexibility.
Full Response Logging
Post the complete form response as an item update/comment — or just a single selected field. Perfect for audit trails and per-item response histories.
Frequently Asked Questions
How do I connect my Tally account?
Go to tally.so/settings/api-keys, click Create API Key, then copy and paste the key into the app's credential field along with a label to identify it. You can add multiple API keys to connect different Tally accounts.
What happens when no matching item is found (Recipes 3 & 4)?
You have full control. Choose from four options: update only the first match (create new if no match), update only the first match (skip if no match), update all matching items (create new if none found), or update all matching items (skip if none found).
Can I post the full form response as a comment?
Yes! In the data mapping section, select Full Response and assign it to the Update field. This posts the complete form submission as a comment/update on the newly created or updated item or subitem.
What conditional logic options are available?
Three types: Dropdown/choice (exact answer match), text (contains, does not contain, is exactly), and number (greater than, less than, equal to, greater than or equal to, less than or equal to).
What is the Workflow Block?
In addition to the 7 automation recipes, the main Tally trigger (new form response received) is also available as a standalone workflow block. Connect it to any other custom action in monday.com's automation builder for even more flexibility.
What if some field data can't be mapped to a column type?
We always prioritize creating or updating the item/subitem first. If a Tally answer can't be converted to the target column type (e.g., a text answer into a date column), that specific column is left empty rather than failing the entire automation.
Ready to Automate Your Tally Forms?
Join teams using Tally Forms Automation to instantly capture, route, and update their monday.com data — triggered by every form submission.