You may want to collect data throughout the course of a process and send some of that information to another service or just store it on a cloud spreadsheet.
The video below walks you through how to export form field values from Tallyfy to a spreadsheet.
It uses Zapier as an example of middleware to integrate but you can achieve the same result with Microsoft Power Automate or a variety of other middleware services and serverless functions.
Documents > Send data to document creation systems
Middleware can be utilized to automatically generate documents by sending form field contents from Tallyfy steps to document generation systems through integrations like Zapier or Microsoft Power Automate.
Processes > Export process to CSV
Tallyfy users can export process data into CSV format by accessing the Settings option in an active process and clicking the Export CSV button at the bottom of the page.
Launching > Launch a process from a web form
Tallyfy enables users to efficiently launch processes and automatically populate fields through a web form integration by sharing a unique URL with customizable query parameters for field values.
Analytics > How Tallyfy Analytics works
Tallyfy Analytics processes data by streaming events in real-time, converting them to Parquet format, storing them in Amazon S3, and enabling access through Amazon Athena for SQL queries and BI tool integration.
