How to Create Grist Record on Tally Forms Submission Using Pabbly Connect

Learn how to automate Grist record creation from Tally Forms submissions using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tally Forms to Grist Integration

To start automating your workflow, you need to access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. This action directs you to the Pabbly Connect dashboard, where you can create workflows that automate tasks between Tally Forms and Grist.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is crucial for automating your tasks. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow as ‘Create Grist Record on Tally Form Submission’.
• Select the folder where you want to save this workflow, such as ‘Tally Automations’.

After filling in the required details, click on the ‘Create’ button. Your new workflow will now be visible in the dashboard, ready for further configuration.

3. Setting Up Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. Click on the trigger application and select ‘Tally’. For the trigger event, choose ‘New Response’. This means that whenever a new form submission occurs in Tally, it will trigger the workflow.

Pabbly Connect will provide you with a webhook URL. Copy this URL and head to your Tally account. Open the form you created, go to the settings, and navigate to the integrations section. Here, click on the ‘Connect’ button under the webhook option.

• Paste the webhook URL into the endpoint URL field.
• Click on the ‘Connect’ button to finalize the setup.

After successfully connecting, return to your Pabbly Connect dashboard, and you will see a message indicating that it is waiting for a webhook response. This means the connection is active and ready to capture data.

4. Testing the Connection with Tally Forms

To ensure that Tally is successfully integrated with Pabbly Connect, you need to test the connection. Fill out the Tally form with dummy details such as first name, last name, email, phone number, and company name.

After submitting the form, check back in Pabbly Connect to see if the response has been captured. If successful, you will see the details of the form submission displayed in the workflow.

First Name: Smart Last Name: Lead Email: [email protected] Phone: 1234567890 Company: ABC Company

If the response is successfully captured, you have confirmed that Tally is now connected to Pabbly Connect.

5. Creating a Record in Grist via Pabbly Connect

Now that Tally is connected to Pabbly Connect, the next step is to create a record in Grist. For the action application, select ‘Grist’ and choose the action event as ‘Create Record’. Click on the connect button to link your Grist account to Pabbly Connect.

To establish this connection, you will need your Grist API token. Open your Grist account, navigate to profile settings, and copy your API key. Paste this key back into Pabbly Connect and save the connection.

Select the team and workspace in Grist where the record will be created. Choose the document and table where the lead details will be stored.

Map the fields from the Tally form submission to the corresponding fields in Grist. After mapping, click on ‘Save and Send Test Request’. If successful, you will see the record created in your Grist account, confirming that the integration is complete.

Conclusion

By following this tutorial, you have successfully learned how to create a Grist record on Tally Forms submission using Pabbly Connect. This automation streamlines the process of managing leads, saving time and effort in manual data entry.