Connect Plumsail Documents and Tally integrations
Connect Plumsail Documents and Tally with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Plumsail Documents and Tally to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Creates a webhook that runs when the process is finished
Lists all field definitions for the selected form.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your Plumsail Documents and Tally integrations.
Create custom Plumsail Documents and Tally workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Lists all field definitions for the selected form.
Performs an arbitrary authorized API call.
Fills a template related to the selected process with the JSON data
Creates a webhook that runs when the process is finished
Triggers when a new form response is submitted.
Popular Plumsail Documents and Tally workflows.
Looking to get more out of Plumsail Documents and Tally? With Make you can visually integrate Plumsail Documents and Tally into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Word and PDF documents with Plumsail from Google Forms data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Jotform. Files will be saved in Google Drive. This works equally well with SharePoint, Dropbox, OneDrive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Word and PDF documents with Plumsail from Typeform data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Typeform. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Excel and PDF documents with Plumsail and send them in Outlook
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
TRY IT ->Protect new PDF files in OneDrive using Plumsail Documents
When a new PDF file is added to OneDrive, secure it with a password, enable or disable printing, modification, extracting data, annotations, and store a copy in another OneDrive folder.
TRY IT ->Create Excel and PDF documents with Plumsail and send them in SendGrid
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through SendGrid.
TRY IT ->Create Word and PDF documents with Plumsail from Cognito Forms data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Word and PDF documents with Plumsail and send them in SendGrid
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through SendGrid.
TRY IT ->Create Word and PDF documents with Plumsail and send them in Outlook
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
TRY IT ->Create Word and PDF documents with Plumsail and send them in Gmail
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in Google Drive and sends an email with the documents through Gmail.
TRY IT ->
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
