Integrate Sharepoint to Tally in one click, or tell Integrately AI how you want each submission handled. Store form submissions as list items, organise folders, upload files, and keep your records structured.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Sharepoint + Tally flow
Send notifications to your team, log submissions in spreadsheets, and track tasks across your project management tools once your form data reaches Sharepoint. Pick a combination and activate it in one click.
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Microsoft Teams (4)
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Microsoft Excel (3)
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Microsoft Outlook (3)
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OneDrive (3)
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Slack (4)
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Asana (3)
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Create a Sharepoint list item for every new Tally response, and notify your team on Microsoft Teams
New Tally responses automatically generate a Sharepoint list item and alert your Microsoft Teams channel instantly.
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Send a Microsoft Teams alert to your channel whenever a new Tally response creates a Sharepoint folder
Create structured SharePoint folders for new Tally submissions and notify your team on Microsoft Teams.
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When a Tally response uploads a file to Sharepoint, post the document confirmation in Microsoft Teams
Upload files from Tally responses directly into SharePoint and notify your Microsoft Teams channel.
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If a Tally response selects enterprise tier, create a Sharepoint list item and alert the sales team in Microsoft Teams
Route high-value Tally submissions into SharePoint list items and notify sales immediately on Microsoft Teams.
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Create a Sharepoint list item from every new Tally response, and log the submission in Microsoft Excel
Keep your SharePoint lists and Microsoft Excel spreadsheets updated simultaneously with every new Tally response.
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Log every Tally response in Microsoft Excel and create a Sharepoint folder to store associated files
Organise file storage in SharePoint and maintain a spreadsheet record in Microsoft Excel for every Tally submission.
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Upload Tally response attachments to Sharepoint and record the file reference in Microsoft Excel
Store form attachments securely in SharePoint and track file metadata in Microsoft Excel automatically.
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Create a Sharepoint list item for every new Tally response, and email the confirmation via Microsoft Outlook
Log form responses in SharePoint and send confirmation emails automatically through Microsoft Outlook.
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Create a Sharepoint folder for every Tally response and send an email notification via Microsoft Outlook
Establish dedicated SharePoint storage folders for form submissions and notify reviewers via Microsoft Outlook.
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Upload Tally attachments to Sharepoint and send a summary email through Microsoft Outlook
Back up form attachments to SharePoint and distribute summary details via Microsoft Outlook email.
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Upload every Tally response attachment to OneDrive, and create a corresponding list item in Sharepoint
Back up form files to OneDrive while logging structured submission data in SharePoint list items.
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Create a new folder in Sharepoint for every Tally response, and mirror the files in OneDrive
Synchronize document storage between SharePoint and OneDrive for every new Tally form response.
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Create a Sharepoint list item for every Tally response and back up the form documents to OneDrive
Record form responses in SharePoint lists and back up all associated files in OneDrive securely.
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Create a Sharepoint list item from every new Tally response, and notify your channel in Slack
Instantly record form responses in SharePoint lists and announce the submission in Slack.
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Create a Sharepoint folder for every new Tally response, and post an update in Slack
Establish dedicated SharePoint storage for form submissions and notify your Slack channel immediately.
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Upload Tally response files to Sharepoint and send a document alert in Slack
Store uploaded form documents securely in SharePoint and alert your team in Slack.
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If a Tally response is urgent, create a Sharepoint list item and alert the emergency channel in Slack
Route urgent form submissions into SharePoint and trigger priority Slack alerts instantly.
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Create an Asana task for every new Tally response, and log the details as a list item in Sharepoint
Turn form submissions into actionable Asana tasks while maintaining structured records in SharePoint lists.
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Create a Sharepoint folder for every Tally response, and set up a corresponding project task in Asana
Establish dedicated SharePoint storage folders and assign tracking tasks in Asana for every form submission.
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Upload Tally response files to Sharepoint and create a review task in Asana
Store form attachments securely in SharePoint and assign document review tasks in Asana.
Supported triggers and actions for Tally and Sharepoint
Mix and match to build the exact automation you need
Tally Triggers & Actions
Instant
Response is created in Tally
Triggers the automation when a response is submitted
Automatically capture every new Tally form submission and create a corresponding list item in SharePoint without manual copying.
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Organise form submissions into SharePoint folders
Set up dedicated folders in SharePoint for incoming Tally responses to keep your documentation structured and accessible.
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Upload form attachments directly to SharePoint
Transfer documents and files attached to Tally submissions straight into your secure SharePoint storage instantly.
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Route submissions based on form field selections
Direct high-value Tally responses into priority SharePoint lists or folders using conditional logic based on submitted answers.
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Notify your team the moment a response arrives
Alert project owners and team members instantly in Slack or Microsoft Teams whenever a new Tally form is completed.
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Log form data across multiple spreadsheets
Keep Microsoft Excel logs updated alongside your SharePoint records for comprehensive tracking and reporting.
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Create follow-up tasks from form submissions
Turn client inquiries and survey feedback into actionable tasks in Asana the moment a Tally response is received.
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Send automated email updates via Outlook
Distribute confirmation messages and submission summaries through Microsoft Outlook as soon as a form is submitted.
And much more...
Who is Sharepoint + Tally integration for?
Operations teams, project managers, and administrators who collect form responses and need to organise files and list items without manual data entry.
Performance analysts
Customer support leads
Client account managers
High-volume form administrators
Workflow coordinators
Compliance officers
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Performance analysts
You're collecting survey responses across multiple channels but your reporting sheet only updates when someone manually exports submissions, so the metrics you're reviewing are always hours behind — with this integration, every new response populates your list items instantly and your data stays current.
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Customer support leads
You receive client inquiries through intake forms and need to act on urgent requests immediately, but delayed handoffs leave customers waiting hours for a reply — with this integration, every Tally submission creates a SharePoint record instantly so your team can respond without delay.
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Client account managers
You manage client onboarding documents and need to maintain organized project folders for external review, but manual filing causes missing files — with this integration, every form submission generates structured SharePoint folders automatically and keeps your workspace orderly.
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High-volume form administrators
You process hundreds of form entries daily and struggle to keep up with manual data entry, leading to transcription errors and lost information — with this integration, every Tally response is captured as a list item instantly and your database remains accurate.
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Workflow coordinators
You depend on upstream form submissions to trigger document reviews and task assignments, but manual notifications slow down project momentum — with this integration, every new response flows directly into SharePoint and alerts your team without manual intervention.
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Compliance officers
You require an audit-ready history of all submitted documents and form responses, but manual record-keeping creates dangerous compliance gaps — with this integration, every Tally submission and attached file is logged reliably in SharePoint for complete visibility.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Tally + Sharepoint
Build and manage your Tally + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Tally + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect Sharepoint to Tally in just 1 click using ready-made flows or Integrately AI. Pair them with Microsoft Teams, Microsoft Excel, or Slack to automate your workflow seamlessly.
Can I automatically create Sharepoint list items from new Tally responses?
You can automatically create Sharepoint list items from every new Tally response using ready automation templates on Integrately. Start from the Sharepoint and Tally integration to sync submissions instantly.
Can I connect Sharepoint, Tally, and Slack?
You can connect Sharepoint, Tally, and Slack together in a multi-step automation. When a Tally response arrives, create a list item in SharePoint and notify your team in Slack, along with 1,500+ other apps.
What is a good Zapier alternative for Sharepoint and Tally?
Most alternatives charge more and offer fewer ready workflows, whereas Integrately provides 20 million+ templates, AI workflow building, and 24/5 live chat support for your Sharepoint and Tally integration.
How are SharePoint files organised when a Tally form is submitted?
You can organise SharePoint files automatically by setting up folders and uploading attachments for every new Tally response using 1-click automations on Integrately.
Can I trigger automations based on specific Tally form responses?
You can trigger conditional actions based on specific Tally responses to route high-value submissions into designated SharePoint lists or folders.
Do I need coding skills to set up SharePoint and Tally automations?
You do not need coding skills to connect Sharepoint and Tally. Use ready automation templates or describe your workflow to Integrately AI to build it instantly.
Is the Sharepoint and Tally integration free?
The Sharepoint and Tally integration includes a free forever plan on Integrately so you can start automating form responses right away.
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