How to automatically copy a document in Coda every time a new form submission is received in Tally

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Tally trigger to initiate your playbook's actions every time a new form submission is received. Click "Add trigger" in your playbook and choose "New form submission" from the dropdown menu under Tally.

If you still need to connect your Tally account to Relay.app yet, a prompt will guide you through the process.

Integrate Coda automation into your playbook to automatically copy a document in Coda every time a new form submission is received in Tally.

Click the "Add step" button, locate the “Copy doc” automation for Coda, and input the mandatory and relevant details.

If your Coda account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Coda account.

Activating the playbook is the last step in the process. Once you turn it on, it will automatically copy a document in Coda every time a new form submission is received in Tally without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.