Send data to document creation systems

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 from Tallyfy can be exported to spreadsheets using middleware services like Zapier or Microsoft Power Automate to stream and collect process data automatically.

Launching > Launch a process from a web form

Streamline workflow efficiency by automatically populating Tallyfy process fields through a web form integration that uses query parameters to fill required information from user submissions.

Tasks > Types of form fields

Tallyfy offers diverse form field options including short text long text dropdown lists checklists radio buttons date/time fields file uploads tables and assignee pickers with customizable settings for efficient data collection in workflows.

Features > Structure intake

Transform standalone forms into trackable workflows where submissions automatically trigger multi-step processes with data pass-through capabilities and automated accountability.