Tally integration
Turn Tally form responses into documents automatically
Tally integration connects your free-form builder to Portant document automation. When someone submits a Tally form, Portant generates a document with the response data filled in. Create contracts, certificates, letters, or any document type from Tally submissions.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
What you can do with Portant and Tally
Automated document generation
Every Tally submission triggers a document. Portant fills your template with form response data automatically. No manual steps.
Map form fields to templates
Text inputs, dropdowns, dates, checkboxes, and file uploads from Tally all map to template tags in your document.
Beautiful forms, professional documents
Use Tally's clean form builder for data collection and Portant's template engine for professional document output.
Email delivery
Send generated documents to respondents or your team automatically. Include personalized email content.
How to set up Tally with Portant
Step 1
Build your Tally form
Create a form with questions that capture the data you need.
Step 2
Connect to Portant
Link your Tally form to a Portant workflow via webhook or Zapier.
Step 3
Map responses to templates
Connect Tally form fields to template tags in your document.
Step 4
Automate
Documents generate on every submission. Send or save automatically.
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
Frequently asked questions about Tally
Explore more integrations
Automate documents from Tally
Connect your form and start generating documents. No credit card required.