Tally integration
Turn Tally form responses into documents automatically
Tally integration connects your free-form builder to Portant document automation. When someone submits a Tally form, Portant generates a document with the response data filled in. Create contracts, certificates, letters, or any document type from Tally submissions.
Install on HubSpot
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Capabilities
What you can do with Portant and Tally
Automated document generation
Every Tally submission triggers a document. Portant fills your template with form response data automatically. No manual steps.
Map form fields to templates
Text inputs, dropdowns, dates, checkboxes, and file uploads from Tally all map to template tags in your document.
Beautiful forms, professional documents
Use Tally's clean form builder for data collection and Portant's template engine for professional document output.
Email delivery
Send generated documents to respondents or your team automatically. Include personalized email content.
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Setup
How to set up Tally with Portant
01
Build your Tally form
Create a form with questions that capture the data you need.
02
Connect to Portant
Link your Tally form to a Portant workflow via webhook or Zapier.
03
Map responses to templates
Connect Tally form fields to template tags in your document.
04
Automate
Documents generate on every submission. Send or save automatically.
Security
Security you can trust
SOC2 certified. GDPR-ready. SSO for enterprise. Your customer data stays encrypted in transit and at rest.
SOC 2 Type I certified.
Independently audited security controls across data, infrastructure, and access.
Learn moreGDPR-ready by default.
Built-in safeguards keep customer data compliant across every region.
Learn moreEnterprise SSO built in.
Tie every account to a verified identity with SSO and OAuth, no shared passwords.
Learn moreFrequently asked questions about Tally
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