Tally Forms

This guide shows you how to start an automation in Zaplane every time someone submits a Tally form. It has two parts: a one-time connection to your Tally account, then building the workflow. The whole setup takes about five minutes and needs no code.

Before you begin: you need a Tally account with at least one form, and the Zaplane plugin installed and active on your WordPress site.

Part 1: Connect your Tally account

Step 1: Create an API key in Tally

In Tally, open Settings, go to the API keys tab, and click Create API key. Enter a name you will recognize (for example, zaplane) and click Create.

Step 2: Copy your API key

Tally shows the key only once. Click the copy icon, store it somewhere safe, then click Done.

Keep it private: treat your API key like a password. Do not share it or post it publicly.

Step 3: Open Zaplane Connections

In your WordPress dashboard, go to Zaplane → Connections and click Create credential.

Step 4: Select Tally Forms

In the Select an app panel, choose Tally Forms.

Step 5: Paste your API key

Paste the key into the API Key field and click Save Connection. Your connection now appears in the Connections list and is ready to use.

Part 2: Build the workflow

Step 6: Create a new workflow

Go to Zaplane → Workflows and click the blue Create Workflow button.

Step 7: Add a trigger

Click the Select an app trigger card. In the Add Trigger panel, choose Apps and click Continue.

Step 8: Choose Tally Forms

Scroll the app list, select Tally Forms, and click Continue.

Step 9: Select the trigger and your connection

On the Select tab, choose the Trigger Type (for example, Form Submitted) and pick the connection you created in Part 1. A Webhook Setup box is also shown on this tab. Click Continue.

Step 10: Configure the form

On the Configure tab, open the Form dropdown and choose which form should start this workflow:

Any Form: runs for every form in your Tally account.

A specific form (for example, Contact Form): runs only for that form.

Then click Continue.

Step 11: Test the trigger

Open the Test tab and click Test Trigger. Submit your Tally form once so Zaplane can capture sample data, then click Save.

Step 12: Save and activate your workflow

Your trigger now shows as Form Submitted (tallyforms). Make sure the status is Active, then click Update in the top-right corner. You can also use Test Flow Once to run the whole workflow manually.

What’s next?

Click the + button next to your trigger to add actions, such as sending an email, adding a row to Google Sheets, or notifying your team. Form answers from each submission are available in every following step.

Troubleshooting

Can’t find your API key? Tally shows it only once. Create a new key and update your Zaplane connection.

Connection not listed in Step 9? Complete Part 1 first, then reload the workflow editor.

Is your form not in the dropdown? Make sure the form is published in Tally and that the API key belongs to the same account.

Workflow not running? Confirm the status is Active and that you clicked Update after your last change.

Need to review runs? Open Zaplane → Logs to see successful and failed runs.