Route Tally affiliate leads to Google Sheets and notify teams in Slack

Who’s it for

Affiliate managers, partner programs, and teams collecting leads via public forms who want automated, error-free routing to separate spreadsheets per affiliate — no more manual copying or sheet hunting.

What it does

This workflow captures new submissions from a Tally.so form, extracts the affiliate code, finds or creates the corresponding Google Sheet, appends the lead data, and sends a real-time Slack notification. New affiliates are handled automatically: if no sheet exists for the submitted code, the workflow creates one and places it in a designated Google Drive folder.

Key features

📝 Real-time Tally form capture (Name, Email, Affiliation Code, Phone) 🔍 Smart routing by affiliation code 📊 Auto-creates new affiliate sheets when needed 📁 Organized storage in a single Google Drive folder 🔔 Instant Slack notifications with full lead details

🔄 How it works

Tally submission → Webhook trigger Extract fields: Name, Email Address, Phone Number, Affiliation Code Add current Submission Date and Submission Time Search Google Drive for sheet matching the Affiliation Code ✅ Found → Append row with all data ❌ Not found → Create new sheet → Move to folder → Append row Send formatted Slack alert with full lead info

📋 Requirements

Tally.so form including Name, Email Address, Phone Number, and Affiliation Code fields Google Drive folder for storing affiliate sheets Google Sheets & Drive OAuth2 credentials (with Drive + Sheets APIs enabled) Slack bot token with chat:write scope Slack channel ID where notifications will be sent

⚙️ How to set up

Import the workflow into n8n Create credentials: Tally API Google Sheets OAuth2 Google Drive OAuth2 Slack Bot Configure nodes: Select your Tally form in the webhook Set the parent Folder ID for affiliate sheets Enter your Slack Channel ID Activate the workflow and start receiving leads!

🛠️ How to customize

Add extra fields: Capture additional data (e.g., UTM parameters, notes, referral source) by adding the fields to your Tally form, then map them in the webhook parsing and Google Sheets **Append nodes. Change notification channels: Replace the **Slack node with Discord Webhook, Send Email, Microsoft Teams, or any other notification node to fit your team’s preferred platform. Add validation & duplicate checks: Insert **IF nodes or a Code node before the sheet append to validate data quality, reject incomplete entries, or check for duplicate emails/phone numbers. Support multiple programs or priority routing: Extend the routing logic with **Switch nodes or additional Drive searches to handle different affiliate programs, tiers, or priority queues.