How to Create or Update Encharge Person on Tally Forms Submission with Pabbly Connect

Learn how to integrate Tally Forms with Encharge using Pabbly Connect for seamless form submissions and updates. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Tally Forms Integration

To create or update an Encharge person on Tally Forms submission, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect landing page and logging in. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to access the dashboard. From here, you can create a new workflow that integrates Tally Forms with Encharge, allowing for seamless data transfer between the two applications.

Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. Enter a name such as ‘Create or Update Encharge Person on Tally Forms Submission’ and select a folder to save it in.

After creating the workflow, you will enter the workflow window where you can set up triggers and actions. The trigger will be Tally Forms, and the action will be Encharge. This setup allows you to automate the process of creating or updating an Encharge person whenever a Tally Form is submitted.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select Tally Forms as the trigger application.

By following these steps, you ensure that your workflow is set up correctly in Pabbly Connect, ready to capture Tally Forms submissions.

Setting Up Tally Forms Integration

Next, you need to set up the Tally Forms integration within Pabbly Connect. Select Tally Forms as your trigger app and choose the trigger event as ‘New Response’. This means that every time a new response is submitted through Tally Forms, the workflow will be triggered.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and head to your Tally Forms account. In Tally, navigate to the form you want to connect and go to the Integrations tab.

• Open the Tally form you want to integrate.
• Navigate to the Integrations tab.
• Paste the webhook URL into the Webhooks section.

By completing these steps, you will have successfully linked your Tally Forms to Pabbly Connect, allowing for automated data transfer to Encharge.

Mapping Data to Encharge

After setting up the Tally Forms integration, it’s time to map the data to Encharge using Pabbly Connect. Select Encharge as your action application and choose the action event as ‘Add or Update Person’. This allows you to create a new person or update an existing one in your Encharge account based on the Tally Forms submission.

When prompted, connect your Encharge account to Pabbly Connect. After successful connection, you will be able to map fields from the Tally Forms submission to the corresponding fields in Encharge. Mapping ensures that the correct data is sent to Encharge every time a form is submitted.

Select Encharge as the action application. Choose ‘Add or Update Person’ as the action event. Map the fields from Tally Forms to Encharge.

This mapping process ensures that every submission from Tally Forms results in accurate and timely updates in your Encharge account, facilitated by Pabbly Connect.

Testing and Activating the Workflow

Once you have mapped the data, it’s essential to test your workflow in Pabbly Connect. Perform a test submission on your Tally Form to ensure that the data flows correctly to Encharge. After submitting the form, check your Encharge account to verify that the new person has been created or updated successfully.

If everything works as expected, activate your workflow in Pabbly Connect. This will allow the automation to run in the background, capturing all future Tally Forms submissions and updating your Encharge account without any manual intervention.

By following these final steps, you can ensure that your integration is fully operational and that you can focus on other critical aspects of your business, knowing that Pabbly Connect is managing your data transfers efficiently.

Conclusion

In this tutorial, we explored how to create or update an Encharge person on Tally Forms submission using Pabbly Connect. This integration streamlines the process, ensuring that your records are always accurate and up to date. By automating this workflow, you save time and reduce errors, allowing you to focus on what matters most in your business.