It is very easy to link Tally to Airtable using Zapier. Here’s a quick guide on how to do it in simple steps:
- Navigate to the left-side panel and then click 'Create'.
- Choose 'Zaps' from the list of options.
- After that, click the 'Trigger' tab to start the integration process.
- Search for 'Tally' and then choose it from the suggested results.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards and then log into your active Tally account.
- Subsequently, click 'Accept' to agree with the terms and grant the necessary permissions.
- Provide the information needed to configure the Trigger accordingly.
- Once done, tap 'Continue' to run your input and test the Trigger.
- Select the record you wish to link and then tap 'Continue With Selected Record'.
- Following that, search for 'Airtable' and then select it as the Action app.
- Next, tap the drop-down menu and then pick the specific 'Action Event' you prefer to use.
- Click 'Sign In' afterwards and then log into your Airtable account.
- Subsequently, choose the Airtable workspace you wish to use and then click 'Grant Access' to proceed.
- One by one, fill out the input fields with the required information associated with the integration.
- Once done, click 'Continue' to publish and enable the integration.
- After completing these steps, your Tally account will be linked to Airtable based on your input.
