Full list

Supported Triggers & Actions

Everything you can automate between Docamatic and Tally.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new form response is submitted

When a new form response is submitted

Runs the workflow automatically whenever a new response is submitted to the form.

Request a new Trigger for Docamatic

Do thisActions

Action is the task that follows automatically within your Docamatic integrations.

Convert URL or HTML to Image

Convert URL or HTML to Image

This endpoint allows you to generate a PDF document from a URL or HTML.

Password Protect PDF

Password Protect PDF

allows you to password protect an existing pdf document.

Convert URL or HTML to PDF

Convert URL or HTML to PDF

generate a PDF document from a URL or HTML

Write to an existing PDF

Write to an existing PDF

Add text, images, barcodes and QR codes to an existing pdf document.

Generate a PDF from a predefined template

Generate a PDF from a predefined template

This endpoint allows you to create a PDF or image from one of our predefined templates.

Get Form By ID

Get Form By ID

Retrieve a form and its sections using the form ID.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Tally
Tally + Docamatic
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About Tally

Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.

Learn more

Frequently Asked Questions

How do I connect Docamatic and Tally?

Sign up for a free viaSocket account, then authorize both your Docamatic and Tally accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Docamatic and Tally as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Docamatic to Tally?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Tally. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Docamatic triggers actions in Tally, and a separate workflow where Tally triggers actions in Docamatic. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Docamatic and Tally. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Docamatic and Tally integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.