How to automatically generate documents from Tallyfy form data
You can automatically create contracts, reports, or signature requests directly from Tallyfy form responses - it takes about 15 minutes to set up. Here’s how.
A middleware account (Zapier or Microsoft Power Automate work great)
A document creation service (like WebMerge/Formstack Documents, DocuSign, HelloSign - pick your favorite)
The basic idea
When someone completes a form in Tallyfy, that data automatically flows to your document service to create PDFs, Word files, or trigger signature requests. No manual copying. The magic happens through middleware that connects everything together.
Add the form fields you need - think about every piece of information your document requires.
Mark essential fields as required (this prevents people from skipping important stuff).
Pick which step should trigger document creation. When someone completes this step, your document gets generated automatically.
Step 2: Configure your middleware connection
Open your middleware tool and create a new workflow (Zapier calls these “Zaps”, Power Automate calls them “Flows”).
Select Tallyfy as your trigger app - this is what starts everything.
Choose “New Task Completed” as your trigger event (the exact name varies by middleware).
Configure it to watch for your specific step from Step 1. That’s your automation trigger.
Step 3: Connect your document service
Add an action step using your document service (WebMerge, DocuSign, HelloSign - whatever you’re using).
Select your document template. This might be your contract template, NDA, or any other document you’ve set up.
Here’s the fun part - map Tallyfy’s form fields to your document’s placeholders. Match each field to where it belongs in your document.
Choose your output format (PDF works for most cases) or set up signature request details if you’re collecting signatures.
Step 4: Deliver documents and track signatures
Add one more step to handle your finished document. Email it, save to Google Drive or Dropbox - your choice.
(Optional for signatures): Want the full circle? Set up a second workflow that watches for completed signatures. When someone signs, this workflow finds the original Tallyfy task (you’ll need to store the Task ID) and marks it complete. Pretty slick.
Test everything. Launch a test process and make sure your documents generate correctly. Trust me - test it now, not when the CEO’s waiting for that contract.
This guide explains how to automatically send documents for electronic signature when workflow steps are completed by connecting Tallyfy to e-signature services through middleware tools that handle the data transfer and document creation process seamlessly.
Tallyfy automatically exports form field responses to spreadsheet applications like Google Sheets and Excel Online through middleware platforms such as Zapier Make or Power Automate enabling centralized data collection advanced reporting and seamless business tool integration.
Middleware platforms enable automated process launching in Tallyfy by connecting external applications through triggers that watch for events and automatically initiate workflows with mapped data transfer capabilities.
Tallyfy’s integrated approach to form building connects form submissions directly to trackable workflows while offering features like email verification conditional branching field validation and document generation to create seamless end-to-end processes rather than isolated data collection.
