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Tally + DocuSign Integrations

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Connect Tally to DocuSign
Example screenshots
Example workflows
Triggers and actions
Tally + your other apps
DocuSign + your other apps
Related blog posts
FAQ

Tally + DocuSign integrations: unlimited possibilities

Tally > DocuSign

Trigger

Last triggered

New form submission

Send envelope from template

Connect Tally to DocuSign

Overview

Connect Tally to DocuSign in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Tally, DocuSign, and many other popular SaaS applications.

Check below for example workflows using Tally and DocuSign, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Built by the folks who led Gmail and Google Calendar, Relay.app is an automation tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Tally and DocuSign integrations in Relay.app

Use Relay.app's Tally integrations to trigger actions across your apps

Preview of Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Use Relay.app's Tally integrations to trigger actions across your apps

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Example Tally + DocuSign workflows

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Automatically send envelope from template in DocuSign for each new form submission in Tally

Try it

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Export envelope as PDF automatically in DocuSign for each new form submission in Tally

Try it

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Wait until envelope signed (completed) automatically in DocuSign for each new form submission in Tally

Try it

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Automatically draft envelope from template in DocuSign for each new form submission in Tally

Try it

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Send envelope using documents automatically in DocuSign for each new form submission in Tally

Try it

Tally Triggers

Form

assignment

New form submission

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Tally Actions

No Tally actions yet

Request an action

Create your own Tally + DocuSign integration

Select a trigger in Tally

Select an action in DocuSign

Create your workflow

Or connect DocuSign to your other apps

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FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Tally to DocuSign with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Tally or DocuSign to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Tally and DocuSign to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Tally to DocuSign?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Tally and DocuSign—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Tally + DocuSign integrations: unlimited possibilities

Screenshots of Tally and DocuSign integrations in Relay.app

Example Tally + DocuSign workflows

Automatically send envelope from template in DocuSign for each new form submission in Tally

Export envelope as PDF automatically in DocuSign for each new form submission in Tally

Wait until envelope signed (completed) automatically in DocuSign for each new form submission in Tally

Automatically draft envelope from template in DocuSign for each new form submission in Tally

Send envelope using documents automatically in DocuSign for each new form submission in Tally

Create your own Tally + DocuSign integration

Connect Tally to your other apps

Or connect DocuSign to your other apps

Related blog posts

The best form automation software in 2024

8 popular form building tools to make data capture a breeze in 2024

FAQ

What is Relay.app?

How do I connect Tally to DocuSign with Relay.app?

Is Relay.app a Zapier alternative for connecting Tally to DocuSign?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?