How to automatically send a message to a Slack channel as a Bot every time a new form is submitted in Tally

Relay.app is an automation tool that lets you automate actions across Slack, Tally, and many other apps. In this guide, we'll show you how to automatically run the “send message” action in Slack for each new form submission in Tally using Relay.app.
Tally logoTally > Slack
Trigger
Last triggered
Tally logoNew form submission
Slack logoSend message
1

Set 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 a new form is submitted. 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.

2

Add the “Send to channel as Bot” step in Slack

Integrate Slack automation into your playbook to automatically send a message to a Slack channel as a Bot every time a new form is submitted in Tally.

Click the "Add step" button, locate the “Send to channel as Bot” automation for Slack, and input the mandatory and relevant details.

If your Slack 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 Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a message to a Slack channel as a Bot every time a new form is submitted 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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