Tally Forms Action

This guide shows you how to connect Tally Forms to Zaplane and add the Create Form action to a workflow, so a new Tally form is created automatically whenever your trigger fires. You will need a Tally account to get started.

Part 1: Get Your Tally API Key

Step 1: Create an API Key

In your Tally dashboard, go to Settings, open the API keys tab, and click Create API key. Enter a name (for example, zaplane) in the Name field, then click Create.

Step 2: Copy the API Key

A View API key window appears. Click the copy icon to copy your key, then click Done.

Note: Tally shows this key only once, so store it somewhere safe before closing the window.

Part 2: Create the Connection in Zaplane

Step 3: Open Connections

From your WordPress dashboard, go to Zaplane > Connections, then click Create credential.

Step 4: Select Tally Forms

In the Select an app panel, find and select Tally Forms.

Step 5: Enter Your API Key

Paste your Tally API key into the API Key field, then click Save Connection.

Part 3: Add the Action to Your Workflow

Step 6: Create a Workflow

Go to Zaplane > Workflows from your WordPress dashboard, then click Create Workflow to open the workflow editor.

Before adding a Tally Forms action, you need to set up a trigger first. Here is how to do it quickly:

Click Select an app under the Trigger box and choose Apps.

Search for and select the app you want to use as your trigger (we are using aBlocks Contact Form).

Choose the Trigger Type that matches the event you want, then click Continue.

On the Configure tab, set any required options, then click Continue.

On the Test tab, click Test Trigger to confirm it works, then click Save.

Once your trigger is saved, proceed to the next step to add the Tally Forms action.

Step 7: Add an Action

Click the + icon next to your trigger. In the Add Action panel, choose Apps (or use the search box to find an app).

Step 8: Select the Tally Forms App

Scroll through the app list, select Tally Forms, then click Continue.

Step 9: Choose the Action Type

On the Select tab, choose Create Form from the Action Type dropdown. Then pick the connection you just created from the Select Connection dropdown and click Continue.

Step 10: Configure the Action

On the Configure tab, fill in the following fields, then click Continue:

Form Title (required): the name of the form to create.

Initial Status: choose whether the form starts as a draft or is published right away.

Workspace: select the Tally workspace where the form will be created.

Step 11: Test the Action

On the Test tab, click Test Action to make sure the form is created successfully, then click Save.

Step 12: Update and Activate the Workflow

Back on the workflow canvas, click Update at the top right to save your changes and make sure the workflow status is set to Active.

Every time your trigger fires, Zaplane now creates a new form in Tally automatically.

Done!

Tally Forms is now connected to Zaplane, and your workflow will create forms for you from here on.