Quick summary
This tutorial shows you how to connect Tally to Airtable via Zapier by building a Zap that automatically sends new Tally form responses into an Airtable base. Once configured, every form submission is captured and stored in Airtable without any manual data entry.
Steps
- Navigate to the left-side panel and click Create.
- Choose Zaps from the list of options.
- Click the Trigger tab to start the integration process.
- Search for Tally and choose it from the suggested results.
- Specify your preferred Trigger Event.
- Tap Sign In and log into your active Tally account.
- Click Accept to agree with the terms and grant the necessary permissions.
- Fill in the required information to configure the Trigger.
- Tap Continue to run your input and test the Trigger.
- Select the record you wish to link and tap Continue With Selected Record.
- Search for Airtable and select it as the Action app.
- Open the drop-down menu and pick the specific Action Event you want to use.
- Click Sign In and log into your Airtable account.
- Choose your Airtable workspace and click Grant Access to proceed.
- Fill out all input fields with the information required for the integration.
- Click Continue to publish and enable the integration.
- Your Tally account is now linked to Airtable based on your configuration.
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