Automated a Tally Form: Store with Airtable, Notify via Slack Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

🎯 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 AlekSystem 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. ✅ 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. Looking for professional automation support? Try 0vni – Agence automatisation.

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