Automate Grist Record Creation from Tally Forms with Pabbly Connect

Learn how to create Grist records automatically on Tally Forms submission using Pabbly Connect. Step-by-step guide to streamline your lead management process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the creation of Grist records on Tally Forms submission, the first step is to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in with your account. If you’re new, you can sign up for free and get access to 100 tasks every month.

Once logged in, you’ll see various applications. Click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard. Here, you can create workflows that automate processes between apps like Tally Forms and Grist.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear where you can name your workflow. For this process, name it ‘Create Grist Record on Tally Form Submission’.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize.

Once the workflow is created, you’ll see two windows: one for the trigger and one for the action. The trigger is what starts the automation, and the action is what happens as a result.

3. Setting Up the Trigger in Pabbly Connect

In this step, select Tally as the trigger application. The trigger event should be set to ‘New Response’. This means that whenever a new form submission occurs in Tally, it will trigger the workflow in Pabbly Connect.

To connect Tally to Pabbly Connect, you’ll receive a webhook URL. Copy this URL and log into your Tally account. Open the form you want to connect, navigate to the settings, and paste the webhook URL in the designated field under integrations. Click on the connect button to finalize the setup.

4. Testing the Trigger in Pabbly Connect

After setting up the trigger, it’s essential to test it to ensure everything is working correctly. To do this, fill out the Tally form with dummy data and submit it. For example, you can enter a first name, last name, email, and other required fields.

• Use a sample name like ‘Smart Lead’ for testing.
• Submit the form and check for a successful submission message.

Once submitted, return to your Pabbly Connect workflow to see if the response has been captured. If successful, you will see the details in the trigger section, confirming that Tally is connected to Pabbly Connect.

5. Setting Up the Action in Pabbly Connect

The final step is to set up the action in Pabbly Connect. Select Grist as the action application and choose the event ‘Create Record’. This step will allow you to create a new record in Grist whenever a form submission occurs.

To connect Grist to Pabbly Connect, enter the API key from your Grist account. After entering the token, select the team, workspace, and document where the lead details will be stored. Map the fields from the Tally form to the corresponding fields in Grist, ensuring that each field is correctly linked.

Once everything is set up, click on the ‘Save and Send Test Request’ button. If successful, you will see a confirmation that the record has been created in Grist, demonstrating that the integration through Pabbly Connect was successful.

Conclusion

In this tutorial, we explored how to automate the creation of Grist records from Tally Forms submissions using Pabbly Connect. By following these steps, you can streamline your lead management process and eliminate manual data entry, ensuring efficient organization of your leads.