Stream data to a spreadsheet

How can I export Tallyfy form fields to spreadsheets automatically?

Tallyfy enables automatic sending of form field responses to spreadsheet applications including Google Sheets and Excel Online through sophisticated automation workflows.

This capability is valuable for centralized data collection, complete reporting, and smooth integration with other business tools. Middleware platforms like Zapier, Make, or Power Automate make these automated connections between Tallyfy and spreadsheet applications possible.

Why should I export Tallyfy form data to spreadsheets?

Exporting form data to spreadsheets gives you multiple business advantages that enable better data use and workflow integration:

• Centralized Data Collection: Combine responses from multiple process executions into unified spreadsheet repositories
• Advanced Reporting: Use spreadsheet capabilities to build sophisticated charts, dashboards, and analytical reports
• Historical Record Keeping: Keep complete logs of all form submissions for audit and compliance purposes
• System Integration: Use spreadsheets as data bridges connecting Tallyfy information with other business applications
• Better Data Sharing: Give team members easily accessible, collaborative data access through familiar spreadsheet interfaces

How to set it up using middleware

You can use different middleware tools to connect Tallyfy to your spreadsheet:

• Zapier: Generally easy to use with lots of pre-built connections.
• Microsoft Power Automate: Good choice if you use Microsoft 365 (Excel Online, SharePoint).
• Make.com (formerly Integromat): Gives you powerful features for complex workflows.
• Custom Code: Developers can use Tallyfy webhooks and the API to build a direct connection.

Choosing a Tool

For simple connections, Zapier is fine. For more complex needs or higher volume, consider Make.com or Microsoft Power Automate. Using the Tallyfy API directly offers the most control but requires coding.

General setup steps

While the exact steps vary by middleware tool, the basic process is:

1. In Tallyfy, set up a webhook on the template step that contains the form. Configure it to trigger when the task/form is completed.
2. In your middleware tool (Zapier, Make, etc.), create a new workflow that starts with a “Webhook” trigger, using the URL Tallyfy gives you.
3. Add an action step in your middleware workflow to connect to your spreadsheet app (Google Sheets, Excel Online).
4. Set up the action to “Add a new row” (or similar).
5. Match the data coming from the Tallyfy webhook (the form field answers) to the correct columns in your spreadsheet.
6. Test the workflow to make sure data shows up correctly in your spreadsheet.

Video example using Zapier

This video shows the process using Zapier, but the main ideas apply to other middleware tools too:

Related articles

Documents > Send data to document creation systems

Tallyfy form data can be automatically sent to document creation systems through middleware tools that trigger document generation or signature requests when specific workflow steps are completed.

Middleware > Zapier

Tallyfy’s Zapier integration enables automated workflows between Tallyfy and thousands of business applications by triggering processes completing tasks capturing form data synchronizing information and scheduling recurring workflows without requiring coding expertise.

Power Automate > Connecting Power Automate to external data sources

Power Automate enables seamless integration between Tallyfy processes and external data sources by connecting databases and Microsoft Forms while supporting data logging task automation and process initiation through user-friendly interfaces.

Triggers > Launch via middleware

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.