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Frequently Asked Questions about Tally + Email by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Email by Zapier
How do I set up an integration between Tally and Email by Zapier?
Setting up an integration between Tally and Email by Zapier involves using a third-party automation service called Zapier. First, you'll need to create a new Zap in your Zapier account. Select Tally as the trigger app and choose a specific trigger event, such as 'New Form Submission'. Then select Email by Zapier as the action app and choose 'Send Outbound Email' as the action event. Follow the on-screen instructions to authenticate your accounts and configure the details for each step.
What triggers can I use with Tally in a Zap?
When using Tally with Zapier, you can set triggers such as 'New Form Submission', which activates whenever there is a new submission on your Tally form. This allows you to automate tasks like sending email notifications through Email by Zapier.
Can I automate emails for every new form submission on Tally?
Yes, you can automate emails for every new form submission on Tally by setting up a trigger within Zapier that specifies 'New Form Submission' in Tally, followed by an action in Email by Zapier to send out an email whenever that trigger is activated.
Are there any limitations when sending emails using Email by Zapier with this integration?
Email by Zapier has certain limitations including the number of emails that can be sent daily (100) and restrictions on spammy content types. It's important to construct your emails according to our guidelines to ensure delivery.
Is it possible to customize the content of automated emails sent through this integration?
Yes, you can customize the content of automated emails sent through this integration. When setting up your action step in Email by Zapier, you'll be able to define subject lines, body text, and even include data fields from your Tally form submissions.
What happens if there is an error during the email sending process in our integration setup?
If there's an error during the email sending process within our setup, we provide tools within the task history section of your Zaps where you can identify any issues. You will also receive notifications about errors so that they can be resolved quickly.
Can I use conditional logic when sending emails based on responses from my Tally forms?
Currently, conditional logic capabilities are not directly supported within our standard email actions; however, you can employ Filter or Paths by Zapier before reaching the Email action step to handle different scenarios based on form responses.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.