Automate a Tally Form: Store with Airtable, Notify via Slack
🎯 Workflow Goal
Still manually checking form responses in your inbox?
What if every submission landed neatly in Airtable — and you got a clean Slack message instantly?
That’s exactly what this workflow does.
No code, no delay — just a smooth automation to keep your team in the loop:
Tally → Airtable → Slack
Build an automated flow that: receives Tally form submissions, cleans up the data into usable fields, stores the results in Airtable, and automatically notifies a Slack channel.
Step 1 – Connect Tally to n8n
What we’re setting up
A Webhook node in POST mode.
Technical
Add a Webhook node.
Set it to POST.
Copy the generated URL.
In Tally → Integrations → Webhooks → paste this URL.
Submit a test response on your form to capture a sample structure.
Step 2 – Clean the data
After connecting Tally, you now receive raw data inside a fields[] array.
Let’s convert that into something clean and structured.
Goal
Extract key info like Full Name, Email, Phone, etc. into simple keys.
What we’re doing
Add a Set node to remap and clean the fields.
Technical
Add a Set node right after the Webhook.
Add new values (String type) manually:
Name: Full Name → Value: {{$json"fields"["value"]}}
Name: Email → Value: {{$json"fields"["value"]}}
Name: Phone → Value: {{$json"fields"["value"]}}
(Adapt the indexes based on your form structure.)
Use the data preview in the Webhook node to check the correct order.
Output
You now get clean data like:
{ "Full Name": "Jane Doe", "Email": "jane@example.com", "Phone": "+123456789" }
Step 3 – Send to Airtable
✅ Once the data is cleaned, let’s store it in Airtable automatically.
Goal
Create one new Airtable row for each form submission.
What we’re setting up
An Airtable – Create Record node.
Technical
Add an Airtable node.
Authenticate or connect your API token.
Choose the base and table.
Map the fields:
Name: {{$json["Full Name"]}}
Email: {{$json["Email"]}}
Phone: {{$json["Phone"]}}
Output
Each submission creates a clean new row in your Airtable table.
Step 4 – Add a delay
⌛ After saving to Airtable, it’s a good idea to insert a short pause — this prevents actions like Slack messages from stacking too fast.
Goal
Wait a few seconds before sending a Slack notification.
What we’re setting up
A Wait node for X seconds.
âś… Technical
Add a Wait node.
Choose Wait for X minutes.
Step 5 – Send a message to Slack
💬 Now that the record is stored, let’s send a Slack message to notify your team.
Goal Automatically alert your team in Slack when someone fills the form.
What we’re setting up
A Slack – Send Message node.
Technical
Add a Slack node.
Connect your account.
Choose the target channel, like #leads.
Use this message format:
New lead received!
Name: {{$json["Full Name"]}}
Email: {{$json["Email"]}}
Phone: {{$json["Phone"]}}
Output
Your Slack team is notified instantly, with all lead info in one clean message.
Workflow Complete
Your automation now looks like this:
Tally → Clean → Airtable → Wait → Slack
Every submission turns into clean data, gets saved in Airtable, and alerts your team on Slack — fully automated, no extra work.
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