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
Documents can be automatically generated from form fields in Tallyfy by connecting steps to middleware like Zapier or Microsoft Power Automate which then sends the content to WebMerge for document creation and email distribution.
Processes > Export process to CSV
Tallyfy users can easily export their process data into CSV format by accessing the Settings menu in an active process and clicking the Export CSV button at the bottom of the page.
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.
Analytics > How Tallyfy Analytics works
Tallyfy Analytics processes data by converting API events into CSV files then Parquet format before storing them in Amazon S3 for analysis through BI tools using Amazon Athena integration.
