How to automate your Tally form submissions' transfer into Retable

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "New form submission" under Tally. Then, choose essential details like the form. If this is your first time using a Tally integration in Relay, you'll be prompted to connect your Tally account.

Now, every time there's a new form submission in Tally, your playbook will run automatically.

Now, you can automate organizing your data by adding rows in Retable. Add a new step and select "Add row" from the list of Retable automations.

Connect Retable to Relay if you haven't already, then fill out the details like the table and values. You can reference fields from Tally to pass along the correct data automatically.

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever there's a new form submission in Tally. You can also click "Check now" to manually check whenever you'd like.