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

1. Add a Webhook node.
2. Set it to POST.
3. Copy the generated URL.
4. In Tally → Integrations → Webhooks → paste this URL.
5. 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

1. Add a Set node right after the Webhook.
2. Add new values (String type) manually:
   • Name: Full Name → Value: {{$json["fields"][0]["value"]}}
   • Name: Email → Value: {{$json["fields"][1]["value"]}}
   • Name: Phone → Value: {{$json["fields"][2]["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": "[email protected]",
"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

1. Add an Airtable node.
2. Authenticate or connect your API token.
3. Choose the base and table.
4. 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

1. Add a Wait node.
2. 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

1. Add a Slack node.
2. Connect your account.
3. Choose the target channel, like #leads.
4. 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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