Generate custom documents from form submissions
When a user completes a survey or form in Tally, automatically build a document from a template in Eledo pre-filled with their answers.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Eledo Explore Eledo →
TriggersFires when a new note or document is created in Eledo.
Fires when an existing note or document changes in Eledo.
Fires when a document in Eledo is sent out for signature.
Generates a new document in Eledo from a saved template.
Creates a note in Eledo or adds text to an existing one.
Converts a file in Eledo to PDF.
Sends a document from Eledo out for signature.
Tally Explore Tally →
TriggersFires when a form is submitted in Tally.
Fires when a respondent finishes a survey in Tally.
Fires when an existing response is edited in Tally.
Creates or updates a form or survey in Tally.
Looks up a specific form response in Tally.
Adds a respondent or contact to a form in Tally.
More Eledo + Tally workflows
Send contracts for signature upon survey completion
When a client submits a completed response in Tally, send a signature request in Eledo using the submitted details.
See details
Append form answers to ongoing project notes
When a form response is updated in Tally, append the new information directly to an existing note in Eledo.
See details
See all Eledo + Tally integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate custom documents from form submissions” between Eledo and Tally?
Yes — describe it in the box above and Knit's Integrations Agent researches Eledo and Tally's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do Eledo and Tally work together to automate document creation?
When clients complete forms in Tally, their submitted information instantly populates structured notes or custom templates in Eledo for signing or archiving.
Can signature events update survey records?
Yes, when a document is sent for signature in Eledo, you can automatically update respondent information in Tally.