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Tallyfy

Stream data to a spreadsheet

Export form fields to spreadsheets automatically

When a task gets completed in Tallyfy, a webhook fires with all form field responses included in the payload. Middleware platforms like Zapier, Make, or Power Automate catch that payload and push it into Google Sheets or Excel Online - no manual copying needed.

Why export form data to spreadsheets?

  • One place for all responses - every completed form lands in a single spreadsheet automatically
  • Reporting ready - build charts and dashboards with Excel or Google Sheets’ built-in tools
  • Audit trail - each submission gets logged permanently for compliance
  • Data hub - spreadsheets connect to almost everything else your team uses

Pick a middleware tool

  • Zapier - easiest to start with, lots of pre-built connections
  • Microsoft Power Automate - best fit if you’re already on Microsoft 365
  • Make.com - more powerful for complex workflows, steeper learning curve
  • Custom code - connect directly using Tallyfy webhooks and the API for full control

General setup steps

  1. In Tallyfy, add a webhook URL on the template step that contains your form. The webhook fires when that task is completed.
  2. In your middleware tool (Zapier, Make, etc.), create a workflow triggered by an incoming webhook.
  3. Add an action step that connects to your spreadsheet app (Google Sheets, Excel Online).
  4. Choose “Add a new row” (or equivalent) as the action.
  5. Map the form field values from the Tallyfy webhook payload - each field arrives with its alias, label, and value - to the correct spreadsheet columns.
  6. Test the workflow and confirm data appears in your spreadsheet.

Video example using Zapier

This video walks through Zapier setup. The same principles apply to other middleware tools:

Webhooks > Send emails using webhooks

Tallyfy webhooks can be connected to middleware tools like Zapier or Make to automatically send custom emails with full process context whenever specific workflow events like task completions occur.

Documents > Generate documents

Tallyfy can automatically generate documents like contracts and PDFs by connecting form field data from completed tasks through middleware to document creation services like WebMerge or DocuSign in a setup that takes about 15 minutes and eliminates manual data copying entirely.

Middleware > Zapier

Tallyfy’s Zapier integration lets you automatically launch processes and complete tasks and sync form data across thousands of business apps without coding by creating trigger-action workflows called Zaps that connect Tallyfy to tools like CRMs and HR systems and helpdesks.

Power Automate > Connecting Power Automate to external data sources

Power Automate bridges Tallyfy with SQL databases and Microsoft Forms so you can automatically log task completions to database tables for reporting and launch structured Tallyfy processes directly from form submissions by mapping form responses to kick-off fields.
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