How to Update Database Item between Tally and Notion Using Pabbly Connect

Learn how to seamlessly update database items between Tally and Notion using Pabbly Connect. Follow our step-by-step tutorial for easy integration! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Tally and Notion Integration

To start updating database items between Tally and Notion, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website at Pabbly.com/connect.

Once there, click on the ‘Sign In’ button if you’re an existing user. After signing in, locate and click on ‘Access Now’ for Pabbly Connect. This will take you to the dashboard where you can create a new workflow.

2. Create a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, find the ‘Create Workflow’ button on the right side. Click it to open a dialog box prompting you to name your workflow. Name it ‘Update Database Item between Tally and Notion’ to reflect the integration purpose.

After naming your workflow, you will see two key sections: Trigger and Action. The trigger application will be Tally, and the action application will be Notion. This setup ensures that every time a new response is received from Tally, it will automatically update the database in Notion.

3. Set Up the Trigger for Tally

To configure the trigger, select Tally as your trigger application in Pabbly Connect. The trigger event should be set to ‘New Response’ from Tally Form Builder. This event will initiate the workflow whenever a new form response is submitted.

Upon selecting the trigger, you will receive a webhook URL. Copy this URL and paste it into the webhook settings of your Tally form. Follow these steps to complete the setup:

• Log in to your Tally account.
• Navigate to the form you want to integrate.
• Go to the ‘Integrations’ tab and select ‘Webhooks’.
• Paste the copied webhook URL and click ‘Connect’.

4. Test the Integration with Pabbly Connect

After setting up the webhook, go back to Pabbly Connect and perform a test submission. This step is crucial as it allows the system to record the data from Tally. Fill out the Tally form with test data and submit it to verify that the webhook integration is working correctly.

Once the test submission is complete, return to Pabbly Connect to check if the data has been received. You should see the entire response, including task name, details, start time, end time, assignee’s name, contact number, and email address. This confirms that the trigger is functioning as intended.

5. Set Up Notion as the Action Application

Now that the trigger is set up, it’s time to configure Notion as the action application in Pabbly Connect. Select Notion and choose the action event ‘Update Page’. This action will update the task details in Notion based on the new data received from Tally.

Connect Pabbly Connect to your Notion account by granting necessary permissions. Once connected, select the database that contains the tasks. Use the task name from the Tally response to filter and locate the specific database item to update. Finally, map the fields from the Tally response to the corresponding fields in Notion and click ‘Save and Send Test Request’ to complete the process.

Conclusion

By following this detailed tutorial, you can successfully update database items between Tally and Notion using Pabbly Connect. This integration automates the workflow, ensuring that any new responses in Tally reflect instantly in Notion, enhancing your productivity and efficiency.