How to stream form fields and other data from Tallyfy to a spreadsheet
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.
Related articles
Documents > Send data to document creation systems
This article demonstrates how to generate documents from form fields in Tallyfy using middleware like Zapier or Microsoft Power Automate to send the data to WebMerge.
More about processes > Export process to CSV
This article explains how to easily export Tallyfy processes into a CSV file format for convenient data organization and analysis.
More about processes > Launch a process from a web form
Tallyfy allows you to launch a process and automatically populate fields using a web form, streamlining your workflow.
Open API > Complete form fields in a task
The API allows users to complete form fields and update tasks in a process by sending requests with the necessary information and payload structure.