How to add SmartSuite records for new Tally form submissions

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New form submission" under Tally. Then, select the specific form you want to monitor. If this is your first time using a Tally integration in Relay, you'll be prompted to connect your Tally account.

Now, each time there is a new form submission in Tally, your playbook will execute automatically.

Now you can create a new SmartSuite record. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out the details like Table and Fields. Reference fields from the Tally form submission to automatically populate the correct data.

When you are finished setting up the playbook, it's time to activate it.

The playbook will now operate automatically whenever a new Tally form is submitted. You can also click "Check now" to perform a manual check whenever you wish.