Documentation

Get Started with Tally Forms Automation

Follow this quick-start guide to connect your API key, set up your integration, and build powerful automations between Tally and monday.com.

What You'll Learn

Setup Process

  • Generate and connect your Tally API Key
  • Configure automation recipes
  • Create items, subitems, or updates (comments) from Tally form responses

Advanced Features

  • 7 dedicated pre-built recipe types
  • Update existing items based on a matching column pattern
  • Native Workflows block to chain triggers to other custom actions
  • Filter triggers by exact matches, text queries, or numbers
Deployment

Step-by-Step Setup Guide

This guide will walk you through securing your API Key and setting up your first automation recipe.

1

Install the App

• Go to the monday.com Apps Marketplace.

• Search for Tally Forms Automation.

• Click "Install" and select the workspaces you wish to install it on.

• You will be prompted to grant the necessary permissions for the app to function. This is a one-time authorization.

2

Prepare Your monday.com Board

• Create the necessary columns on your monday.com board that will receive the Tally form data.

For Subitems

If you plan to create subitems, you must first manually create at least one mock subitem in your board to initialize the subitem columns. The integration cannot map data to subitem columns if they haven't been created yet.

3

Access the Automation Recipes

• On your board, click the "Integrate" button at the top of the screen.

• In the Integrations Center, search for Tally Forms Automation.

• You will see our list of available automation recipes. Choose the one that best fits your workflow.

4

Connect via Tally API Key

• When building a recipe, the very first field is an icon acting as our credentials block.

• Click the icon. You will be asked to supply a Tally API Key.

• Log into your Tally account in another tab and navigate to tally.so/settings/api-keys.

• Click "Create API Key", copy the key, and paste it back into monday.com.

• Give it a Label (e.g., "Marketing Tally"). You can add multiple different Tally accounts this way!

5

Configure Your Recipe

Trigger (The "When"):

• Click Form to select your form from the dropdown.

• If using a conditional recipe, properly configure Question, Condition, and your text/number threshold.

Action (The "Then"):

• Choose to create an Item/Subitem or Post an Update.

• Select the target Group/Item.

• Click Data to open the dynamic mapping screen.

Pro-Tip: Posting Updates

Inside the dynamic mapping screen, there's a field specifically titled "Update". If you map "Full response" to this field, the app will automatically post a formatted comment on the item containing the entire form submission!

6

Activate the Automation

• Review your configured recipe sentence to ensure everything maps correctly.

• Click the blue "Create Automation" button to save and activate.

• Your integration is now live! Submit a test entry on Tally to verify it works.

Automation Recipe Explorer

Interactive breakdown of every available recipe and its specific use case.

Recipe Types

7 specific ways to automate Tally workflows

Recipe 1

Basic Form Integration

Use this recipe when you want every single submission from a specific Tally form to create a new item or subitem in monday.com automatically.

When a new entry in {Form} is received, create an {Item/Subitem} in this {Group/Item} with this {Data}

Configuration Steps

Add your Tally API Key by clicking our app icon at the start of the recipe
Select the specific Tally {Form} you want to listen to
Choose whether to create an {Item/Subitem}
Select the destination {Group/Item} in your monday.com board
Map your Tally questions to monday.com columns in the {Data} mapping section
Tip: In the mapping section, you can use the 'Update' field to post the entire 'Full response' as a comment!
Technical Overview

Data Mapping

Our integration provides comprehensive data mapping capabilities with intelligent data transformation for Tally Forms.

Successful Mappings

Text Answer → Text Column Direct mapping
Number Form Field → Number Column Direct mapping
"Full Response" → Update Field Posts as Comment
Email → Email Column Validated & mapped

Fallback Behavior

Text Answer → Number Column Parsed or left empty
Empty Name Field → Item Name Generates default name
Missing data → Any Column Left empty

Priority: We prioritize item creation or updates over perfect data mapping. Partial data won't block creation.

How Data Mapping Works

1

Analyze Data

We analyze the incoming Tally form response payload and question types.

2

Transform

We cleanly map form arrays and files to match monday.com's strict API requirements.

3

Execute Action

Create the item, update an existing match, or post the response as a threaded comment.

Best Practices

• Set up your monday.com columns before configuring the integration.
• For subitems, ensure at least one placeholder subitem exists so columns appear in mapping.
• Map your "Update" field (inside Data Mapping) to "Full response" to get a clean summary comment on every item created.
• When using match recipes (3 & 4), pick highly unique identifiers like Emails or ID numbers for "this column" to prevent accidental overrides.
Support

Troubleshooting

Common issues and their solutions to help you get up and running quickly.

Need Additional Help?

Our support team is here to help you get the most out of your Tally automation workflows.

Contact Support Book a Consultation