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Frequently Asked Questions about Tally + Gmail integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Gmail
How do I set up an integration between Tally and Gmail?
To set up an integration, you'll need to use our platform to create a 'Zap.' Begin by selecting Tally as the trigger application and configure the specific trigger event you want (such as a new response submission). Then, choose Gmail as the action app and set the particular action you want to perform (like sending an email). Follow the prompts to authenticate both accounts, and you'll have your integration ready.
What triggers can I use in Tally for my Gmail actions?
You can use triggers like 'New Form Submission' in Tally, which will automatically initiate actions in Gmail. This means every time someone submits a form via Tally, your chosen action, such as sending a confirmation email through Gmail, will be executed.
Can I customize the emails sent from Gmail when using the Tally integration?
Yes, you can customize your emails. When setting up your action in our platform after choosing Gmail, you'll be able to specify email subject lines, body content, recipient addresses, and more based on data from a submitted Tally form.
Is it possible to send attachments via Gmail with this integration?
Yes, it is possible. When configuring your action step with Gmail after a triggered event from Tally, you have options to include attachments that might come from form submissions or other sources connected within our application.
Are there any limitations on using data from Tally in my Gmail integrations?
While most data fields available in Tally can be used in your integrations with Gmail for crafting emails or managing recipients' list dynamically, there might be limitations based on permissions set within respective platforms or any third-party restrictions applied by either service provider.
How secure is my data when integrating between Tally and Gmail?
We ensure that all connections between applications are encrypted and utilize OAuth for authentication. This guarantees secure data handling and access control while you configure triggers and actions between Tally and Gmail.
Can I automate responses via Email for every form submission on Tally?
Absolutely! Once you set up a 'New Form Submission' trigger from Tally with an action in Gmail to send emails automatically upon each submission, responses can be dispatched without manual intervention.
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.