Tally and Slack Integration: Automatic Notifications in the Channel

Tally is a free no-code service-constructor for fast and convenient creation of online forms designed to collect client or user information. Slack is a corporate messenger with a simple interface, created for work communication within teams. Do you use both programs in your work? Want to know how to increase the speed and efficiency of working with them? A proven and really effective way is to automate the transfer of data from one system to another. To achieve this, you need to integrate them using an online connector. From our article, you will learn how to set up Tally and Slack integration. Having done this, you will receive automatic transfer of data from forms to the corporate messenger.

The main benefits of automating the process of transferring data from Tally to Slack:

After setting up Slack and Tally integration via our codeless online connector ApiX-Drive, you will be able to get the results almost immediately. Customer data from the forms will be automatically transferred to the corporate messenger as new notifications. You will no longer have to manually transfer names, surnames, phone numbers, email addresses, and other significant data. This will significantly simplify your work, improve interaction with customers, and increase the speed of feedback. And, finally, this allows you to get ahead of competitors who have not yet used automation in their sales.

To perform Tally + Slack integration, you will not need to study programming or understand the intricacies of the API. You will not need to seek help from third-party specialists. Our online connector, ApiX-Drive will take care of the entire setup process. This service has everything you need to quickly and easily connect systems. Its intuitive interface and logic of operation allow even a person with minimal experience to successfully complete the task in just 10 minutes.

To set up the Tally integration with Slack, first, create a new connection. To achieve this, click on the green button.

Select the data source system. You need Tally. Click “Continue”.

Choose the action "Get DATA". Click “Continue”.

Connect your Tally account to ApiX-Drive. To do this, click on the appropriate button.

Here, you can change the name of the connection or just click "Continue".

When the connected account appears in the list, select it and click "Continue".

Now, you see the URL for receiving data. This is the URL where new leads will come from Tally. To continue setting up, copy it.

Go to your Tally account and move on to setting up the form by which we want to receive new leads.

Here, you need the "Integrations" section.

Find the Webhooks option and click "Connect".

Paste the copied URL (from ApiX-Drive) and click "Connect", checking that the webhook system is turned on.

As a result, you should have this.

Go to “Share” and click “Copy”.

Now, generate test data that will be sent to the specified URL. For this, fill out a form on the website.

After successfully filling out the form, return to ApiX-Drive and continue configuration. Click “Edit and continue”.

Here, you can set up a data filter or just click "Continue".

Now, you see the data that you just filled out in the form. If there is no data at this stage, try following the steps that were described earlier. If you don't want to fix anything, click "Continue".

At this stage, setting up Tally as a data source has been successfully completed.

Now, you can proceed to setting up the data receiver. For this, click on the green button.

To set up the Slack integration with Tally, select the data receiver system. You need Slack. Click “Continue”.

Choose an action "Send MESSAGE (channel)". Click “Continue”.

Connect your Slack account to ApiX-Drive. To do this, click on the appropriate button.

In this window, you must indicate your workspace.

To get the workspace, go to your Slack account and copy the workspace without additional characters.

Paste the copied workspace into the appropriate field. Click “Continue”.

Specify the login for your Slack personal account. Click “Sign in with email”.

Indicate the code that was sent to your email.

Grant ApiX-Drive access to work with your Slack account. Click “Allow”.

Close the window and reload the page.

When the connected login appears in the list of active accounts, select it and click "Continue".

Select the channel to which new messages will be sent.

In the text field, you can assign variables from Tally. To do this, click in the field and select a variable from the drop-down list.

Please note that you can use not only variables but also enter values manually. To go to the next line, use "Enter".

When all required fields are filled in, click "Edit and continue".

Now, you see an example of the data that will be sent to Slack in the selected channel with each new lead from Tally. If you are not satisfied with something, click "Edit", and you will go back a step. In order to check the correctness of the settings, click "Send Test Data to Slack".

After successful sending, go to Slack and check the result.

Return to ApiX-Drive and continue setting up.

This completes the setup of Slack as a data receiver.

In order for data transfer to occur automatically, configure auto-update. Click on the green button “Enable update”.

Click on the gear button.

Select the interval for the data update. For example, once every 5 minutes. Moreover, here you can change the name of the connection and assign it to the required group. Click “Continue”.

That's all. Tally and Slack integration was completed. You did it. Congratulations!

Using ApiX-Drive to automate lead data transfer is a progressive approach to optimizing business processes. Working with this tool does not require programming skills. It allows even users with minimal experience to create complex automated processes. Following our instructions for setting up Tally & Slack integration and activating auto-updates, you will ensure stable interaction between both systems.

Slack & Tally integration will free you from the need to perform monotonous and boring tasks the obsolete way – manually. The data transfer process will be automated. This task is taken over by our online connector ApiX-Drive. While routine work will be delegated to it, you will be able to focus on improving customer interactions, mastering new marketing strategies, and other key aspects that will help take your business to the next level.