Generate documents via form fields using other document generation systems
This article will show you how to use middleware to generate documents from form fields in Tallyfy.
To start, you can connect a step in a Tallyfy template to Zapier or other middleware like Microsoft Power Automate. This will allow you to send form contents from previous steps to WebMerge.
Once the form contents are sent to WebMerge, you can then have the document automatically sent to a designated email address.
Related articles
Middleware > Stream data to a spreadsheet
Form field values can be easily exported from Tallyfy to a spreadsheet using middleware services like Zapier or Microsoft Power Automate.
Launching > Launch a process from a web form
Tallyfy allows you to easily populate fields in a process using a web form, streamlining your workflow and automating data entry.
More about tasks > Types of form fields
Tallyfy offers various form field types such as short text, long text, dropdown list, checklist, radio buttons, date and time, file upload, table field, and assignee picker to effectively organize and gather information within processes, forms, and tasks.
Open API > Complete form fields in a task
The API allows users to complete form fields and update tasks in a process by sending requests with the necessary information and payload structure.