Tally + Sharepoint Integration

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.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Tally
    Response is created in Tally Instant
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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2.
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready Workflows Ready Workflows for Sharepoint + Tally Integration

Capture form responses as list items, organise files in folders, update records, and notify your team, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

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.

Tally
Sharepoint
+
Microsoft TeamsMicrosoft Teams (4)
+
Microsoft ExcelMicrosoft Excel (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
OneDriveOneDrive (3)
+
SlackSlack (4)
+
AsanaAsana (3)
T
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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.
T
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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.
T
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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.
T
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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.

Supported triggers and actions for Tally and Sharepoint

Mix and match to build the exact automation you need

Tally
Tally Triggers & Actions
Instant
Response is created in Tally
Triggers the automation when a response is submitted
Try it →
No action is available
Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
Try it →
Folder is created in Sharepoint
Triggers the automation when a new folder is created
Try it →
Create list in Sharepoint
Generates a new list
Try it →
Create list item in Sharepoint
Adds a new item to a list
Try it →
Search site in Sharepoint
Try it →
Create folder in Sharepoint
Creates a new folder in the designated location
Try it →
Search folder by name in Sharepoint
Searches for a folder by its name
Try it →
Upload file in Sharepoint
Uploads a file to the particular location
Try it →
Search file by name in Sharepoint
Find files based on their names
Try it →
Download file in Sharepoint
Download files to a location
Try it →
Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with Sharepoint + Tally?

Streamline your form data collection by connecting Tally responses directly to SharePoint lists, folders, and file storage.

What you can automate?
📝
Create SharePoint list items from Tally responses
Automatically capture every new Tally form submission and create a corresponding list item in SharePoint without manual copying.
📁
Organise form submissions into SharePoint folders
Set up dedicated folders in SharePoint for incoming Tally responses to keep your documentation structured and accessible.
📎
Upload form attachments directly to SharePoint
Transfer documents and files attached to Tally submissions straight into your secure SharePoint storage instantly.
🔀
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.
🔔
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.
📊
Log form data across multiple spreadsheets
Keep Microsoft Excel logs updated alongside your SharePoint records for comprehensive tracking and reporting.
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.
✉️
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
Performance analysts
Customer support leads
Customer support leads
Client account managers
Client account managers
High-volume form administrators
High-volume form administrators
Workflow coordinators
Workflow coordinators
Compliance officers
Compliance officers
📈
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.
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.
🤝
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.
📋
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.
🔄
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.
🗂️
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

Ready Workflows Did you know?

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
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
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Sharepoint to Tally?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Sharepoint, Tally, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sharepoint and Tally?
Frequently Asked Questions
How are SharePoint files organised when a Tally form is submitted?
Frequently Asked Questions
Can I trigger automations based on specific Tally form responses?
Frequently Asked Questions
Do I need coding skills to set up SharePoint and Tally automations?
Frequently Asked Questions
Is the Sharepoint and Tally integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Sharepoint or Tally With 1500+ Other Apps

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Tally
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