How to Notify Team on Microsoft Teams for Tally Forms Submission Using Pabbly Connect

Learn how to integrate Tally Forms with Microsoft Teams using Pabbly Connect for real-time notifications on form submissions. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Tally Forms Integration

Pabbly Connect is an essential tool that simplifies the integration of Tally Forms with Microsoft Teams. This integration allows you to automatically notify your team whenever a new Tally Form submission occurs. By using Pabbly Connect, you can streamline your workflow without any programming skills.

To get started, log into your Pabbly Connect account. If you’re new, you can sign up for free and enjoy a $100 credit monthly. Once logged in, you can access the dashboard to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. You will need to name your workflow, such as ‘Notify Team on Microsoft Teams for Tally Forms Submission’. This name will help you identify the workflow later. using Pabbly Connect

After naming your workflow, select the folder where you want to save it. You can choose an existing folder or create a new one. Once done, click on ‘Create’ to access the workflow window.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder to save it
• Click ‘Create’

This step sets the foundation for your automation by defining the trigger and action components of your workflow.

3. Setting Up the Trigger for Tally Forms

In this step, you will set up the trigger for your workflow using Tally Forms. Click on the trigger application and select ‘Tally Form Builder’. Choose the trigger event as ‘New Response’. This event will initiate the workflow whenever a new form submission is made.

Pabbly Connect will provide you with a Webhook URL after selecting the trigger event. Copy this URL as you will need to paste it into your Tally Forms account to establish the connection.

• Select ‘Tally Form Builder’ as the trigger application
• Choose ‘New Response’ as the trigger event
• Copy the provided Webhook URL

After copying the URL, log into your Tally account, navigate to the form you want to connect, and go to the Integrations section to paste the Webhook URL. This action establishes the link between Tally Forms and Pabbly Connect.

4. Testing the Integration with a Form Submission

Now that the connection is established, it’s time to test the integration. Fill out the Tally Form as a potential client and submit it. This will send the form data to Pabbly Connect through the Webhook.

Once submitted, go back to your Pabbly Connect dashboard and check if the response is captured. You should see the details of the submission, including the name, email, phone number, and other information.

Fill out the Tally Form Submit the form Check Pabbly Connect for captured response

This test confirms that the integration is functioning correctly, allowing your team to receive real-time notifications.

5. Notifying the Team on Microsoft Teams

To notify your team, you need to set up the action application in Pabbly Connect. Select ‘Microsoft Teams’ as the action application and choose the action event as ‘Send Message in Channel’. This will allow you to send a notification to a specific channel in Microsoft Teams.

Connect your Microsoft Teams account to Pabbly Connect by clicking on ‘Connect with Microsoft Teams’. You will need to authorize Pabbly Connect to access your Teams account. After connecting, select the team and channel where you want to send the notification.

Select ‘Microsoft Teams’ as the action application Choose ‘Send Message in Channel’ as the action event Connect your Microsoft Teams account Select the team and channel for notifications

After setting this up, map the fields from the Tally Form response to the message you want to send. This will ensure that every new submission sends a personalized notification to your team.

Conclusion

Integrating Tally Forms with Microsoft Teams using Pabbly Connect allows for efficient real-time notifications. This step-by-step guide has shown how to set up the integration, ensuring your team stays informed about new submissions. Automating this process enhances communication and improves team responsiveness.