Complete guide · Tally
Tally monday.com integration: the complete guide
By Jefferson Huera Guzman Updated 5 min read
monday.com has no built-in Tally integration, so you connect the two with a workflow tool such as Zapier or Make, or with a marketplace app such as Tally Forms Automation. Tally Forms Automation turns each Tally response into a new item, an update on an item or a change to an existing item, with conditions and hidden fields, and shows Tally forms inside items and dashboards.
Your options at a glance
| Option | What it is | Watch out for |
|---|---|---|
| Zapier or Make | Workflow tools you set up outside monday.com | A second tool to pay for and maintain |
| Tally webhooks and the monday.com API | Your own code, receiving Tally’s webhook and calling monday.com | You build, host and fix it yourself |
| Tally Forms Automation | A monday.com marketplace app by Interacti Digital | File uploads and signatures arrive as links |
A side-by-side comparison is in Tally to monday.com without Zapier. The rest of this guide covers Tally Forms Automation.
How Tally Forms Automation works
- Tally response
- Tally Forms Automation
- monday.com automation
- Item created or updated
You add your Tally API key once, in the Account field of any template, and give it a label. When you create an automation, the app uses the key to add a webhook to the form you picked. Tally then sends every new response to the app, and the app runs your automation. Turning the automation off or deleting it removes the webhook. There’s nothing else to set up in Tally.
The 7 templates
| You want to | Template |
|---|---|
| Add an item for every response | Create an item |
| Keep a running log of responses on one item | Post as an update |
| Change an item that already exists, such as a contact matched by email | Update matching items |
| Change a subitem that already exists | Update matching subitems |
| Add an item only when a respondent picks a certain option | Create an item for one answer |
| Add an item only when a text answer is, or contains, certain words | Create an item based on text |
| Add an item only when a number answer passes a threshold | Create an item based on a number |
The most common one:
Account When a new entry in Form is received, create an Item/Subitem in this Group/Item with this Data
Every template and field is explained in The 7 Tally automation templates.
Keep one item per person
To stop the same person from creating duplicate items, use the update template and match on a unique answer, such as an email address. You can create a new item when nothing matches.
Account When a new entry in Form is received, update item where this column matches this question with this condition
See Update existing items with Tally responses.
Hidden fields
Tally hidden fields, such as a campaign or referral value in the form’s link, arrive in the mapping with (hidden field) after their title. You can map them to any column that takes text, and use them in the text condition template. They can’t be used for matching in the update templates. See Use Tally hidden fields.
To record which campaign brought each response, see Track UTM campaigns from Tally forms in monday.com.
Which answers fit which columns
- Text answers, such as short and long answers, emails, phone numbers and links, fit any column that takes text.
- Numbers, linear scales and ratings fit Numbers columns.
- Choices from multiple choice, dropdown, multi-select and checkboxes fit Status, Dropdown, Tags and Text columns.
- File uploads arrive as links to the files in Tally. Map them to a Text or Long text column.
- Signatures arrive as a link to the signature image. A Link column makes it clickable.
- Payments send their price as a number.
- Full Response posts every answered question and its answer as an update.
Matrix questions aren’t supported. The full list is in Field mapping and supported column types.
Embed Tally forms in monday.com
The app also shows your published Tally form inside monday.com, with no API key needed:
- In an item view, with one form for every item, or a different form per item read from a column.
- On a dashboard, as a widget.
For worked examples of both, see Embed a Tally form in monday.com dashboards and items.
Responses submitted in monday.com are regular Tally responses. The embedded form doesn’t know which item it’s on, and hidden fields stay empty there. To put the responses on the board, also set up an automation. See Embed Tally forms in item views and dashboards.
monday Workflows
To use Tally responses in your own multi-step workflows, start a monday Workflows automation with the app’s trigger:
When a response is received in Tally Form ID
See Use the Tally trigger in monday Workflows.
Plans and data
- Plans. Each run that creates an item, posts an update or updates matches counts toward your plan. See Plans and usage and the pricing page.
- Data. The app passes answers to monday.com without keeping a copy. See Security, stored data and regions.
Set it up
- Create an API key in Tally, under your account’s API keys settings. Copy it right away: Tally shows it only once.
- Install Tally Forms Automation from the Tally integration page.
- On your board, click Automate, then Create, and search for Tally.
- Pick a template, add your key in Account with a label, and choose your form.
- Map the answers to your columns and create the automation.
- Submit a test response and check the board.
Get started with Tally Forms Automation has the full walkthrough.
Some screens shown on this site are illustrations, so yours may look a little different.
Frequently asked questions
Does the app import responses I received before I set it up?
No. Only responses submitted after you create an automation reach monday.com. Read more →
Can I create subitems from Tally responses?
Yes. Choose Subitem in templates 1, 5, 6 and 7, then pick the parent item. The board needs at least one subitem first. You can also update existing subitems with the subitem update template. Read more →
How do file uploads and signatures arrive?
As links to the files stored in Tally. The app doesn't copy files into monday.com or a Files column, so map file uploads to a Text or Long text column. Read more →
Do I need an API key to embed a form?
No. Embedding only needs the form's ID or tally.so link. The API key is only for automations. Read more →
Can my teammates use the API key I added?
No. Keys are saved per monday.com user. Your automations keep running for everyone, but a teammate who builds or edits Tally automations adds their own key. Read more →
In the Help Center
- Get started with Tally Forms Automation Install Tally Forms Automation, connect Tally with an API key and build your first automation that turns Tally responses into monday.com items.
- Connect your Tally account with an API key Create a Tally API key, add it in an automation's Account field, connect several Tally accounts and see how the app sets up a webhook for each automation.
- The 7 Tally automation templates Every Tally Forms Automation template as it reads in monday.com, what each field in the sentence means and which template to pick for your workflow.
- Use Tally hidden fields Map Tally hidden fields to monday.com columns, use them in text conditions and learn where they can't be used, such as matching and embedded forms.
- Update existing items with Tally responses Match a Tally answer to a board column to update existing items or subitems instead of creating duplicates, and choose what happens when nothing matches.
- Embed Tally forms in item views and dashboards Show a Tally form inside a monday.com item view or dashboard widget, use one form for every item or a different form per item, and set the form's size.
All Tally guides
- Comparison
Tally to monday.com without Zapier: options compared
Compare Zapier, Make, your own webhook code and Tally Forms Automation for sending Tally responses to monday.com boards, by setup, upkeep and cost.
- How-to
Embed a Tally form in monday.com dashboards and items
Embed a Tally form on a monday.com dashboard or in every item, with no API key, then add an automation to get the answers onto your board.
- How-to
Track UTM campaigns from Tally forms in monday.com
Send UTM values from Tally hidden fields to monday.com columns, then read your board by campaign, source and medium to see which links bring leads.