What This Workflow Does
This automation solves the common problem of form responses getting lost in email inboxes or requiring manual transfer to task management systems. When customers, employees, or website visitors submit a Tally form, the workflow automatically:
- Creates a corresponding task in your ClickUp workspace
- Maps form fields to relevant task properties (title, description, assignee)
- Maintains a complete record of all submissions
- Triggers follow-up actions based on response content
Businesses using this template typically save 5-10 hours per week by eliminating manual data entry while ensuring no customer requests or internal tasks fall through the cracks. The automation works silently in the background, checking for new form submissions at regular intervals you configure.
How It Works
1. New Tally Response Trigger
The workflow monitors your Tally form for new submissions at intervals you specify (default: every 15 minutes). Each new response triggers the automation sequence.
2. Data Parsing & Transformation
Key form fields are extracted and formatted for ClickUp's API. This includes mapping response values to appropriate task fields like title, description, due date, and custom fields.
3. ClickUp Task Creation
The parsed data creates a new task in your specified ClickUp list, with options to set assignees, priorities, and statuses automatically based on form responses.
4. Error Handling & Notifications
If any step fails, the system retries automatically and can notify administrators via email if persistent errors occur.
Who This Is For
This automation delivers the most value for:
- Customer support teams receiving requests via Tally forms
- Operations managers tracking internal process requests
- Marketing teams capturing leads from website forms
- HR departments collecting employee feedback or requests
- Any team using Tally for intake forms that require follow-up actions
What You'll Need
- A Tally form with responses you want to track as tasks
- A ClickUp account with appropriate workspace/list permissions
- A Make.com account (free plan sufficient for basic usage)
- 5-10 minutes to configure the template connections
Quick Setup Guide
- Click "Get This Workflow" to copy the template to your Make.com account
- Connect your Tally and ClickUp accounts when prompted
- Map your form fields to desired ClickUp task properties
- Set your preferred polling interval (default: 15 minutes)
- Activate the scenario and test with a form submission
Pro tip: Create a dedicated "Incoming Requests" list in ClickUp to keep all auto-generated tasks organized separately from manually created tasks.
Key Benefits
Eliminate manual data entry by automatically converting form responses into actionable tasks, saving 5-10 hours per week for most teams.
Never miss important requests with reliable automated transfer of all form submissions to your task management system.
Improve response times by instantly creating tasks with all relevant context from the original form submission.
Maintain data consistency through standardized mapping of form fields to ClickUp task properties.
Scale your operations without adding administrative overhead as form submission volume grows.