Tally

With the Tally integration, every form submission generates a document automatically. This page covers creating a Tally workflow in Portant, connecting your Tally form, and customising the output.

Create a Tally workflow

Click + Add Workflow:

Pick Tally as the source:

Give the workflow a title, choose a colour and an icon, then click Create:

Connect Portant to Tally

Open the source block:

Copy the webhook link from the source block:

In Tally, go to Integrations > Webhooks and click Connect:

Paste the Portant webhook URL and click Connect:

You'll see the webhook listed under My connections. Click the clock icon to send a test event:

Click Send Test Event:

Once Tally confirms the event was delivered, you know the connection is working:

In the Portant Source tab, you'll see the test event come through:

The Tally source block in the workflow will show a green tick:

Add a template to the workflow

Click Add Template:

Pick Google Docs or Google Slides. In this example we're using Google Docs:

Pick a template from your Google Drive, or create a new file:

Select your template file and click Select:

Your workflow will now have a source block and a template block:

Customise the template

Open the template block. The right-hand panel shows your Tally form fields as tags. Copy each tag and paste it into the document where you want that answer to appear. Portant's Google Docs editor includes the standard Google formatting tools, so you can style the document right there.

Once the template is ready, you can turn on Create PDF copy if you want a PDF output as well as the Google Doc:

If you only want PDFs (not Google Docs), turn on Remove Google Docs output files:

That's the workflow built.

Auto-create is on by default for Tally workflows. Leave it on so every new form submission runs the workflow automatically:

You can also extend the workflow to email the document, or request signatures on it.