- How to automatically create a task in Attio every time there's a new form submission in Tally
- 1. Set the Tally trigger as “New form submission”
- 2. Add the “Create task” step in Attio
- 3. Activate your playbook
- Learn more about integrating with Tally and Attio
- Related blog posts
- More how-to guides featuring Tally and Attio
How to automatically create a task in Attio every time there's a new form submission in Tally
Tally > AttioNew form submission
Create taskSet the Tally trigger as “New form submission”
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 there's a new form submission. 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.
Add the “Create task” step in Attio
Integrate the Attio automation into your playbook to ensure the prompt creation of a task in Attio every time there's a new form submission in Tally.
Click the "Add step" button, locate the “Create task” automation for Attio, and input the mandatory and relevant details.
If your Attio 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 Attio account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a task in Attio every time there's a new form submission 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.
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