Send contracts for signature upon survey completion

When a client submits a completed response in Tally, send a signature request in DocsAutomator using the submitted details.

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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.

Tally Explore Tally →

Triggers

New form response

Fires when a form is submitted in Tally.

Survey completed

Fires when a respondent finishes a survey in Tally.

Response updated

Fires when an existing response is edited in Tally.

Actions

Create or update form

Creates or updates a form or survey in Tally.

Retrieve a response

Looks up a specific form response in Tally.

Add a respondent

Adds a respondent or contact to a form in Tally.

DocsAutomator Explore DocsAutomator →

Triggers

New note created

Fires when a new note or document is created in DocsAutomator.

Note updated

Fires when an existing note or document changes in DocsAutomator.

Document sent for signature

Fires when a document in DocsAutomator is sent out for signature.

Actions

Create a document from a template

Generates a new document in DocsAutomator from a saved template.

Create or append to a note

Creates a note in DocsAutomator or adds text to an existing one.

Convert a document to PDF

Converts a file in DocsAutomator to PDF.

Send a document for signature

Sends a document from DocsAutomator out for signature.

Generate custom documents from form submissions When a user completes a survey or form in Tally, automatically build a document from a template in DocsAutomator pre-filled with their answers. 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 DocsAutomator. See details

See all Tally + DocsAutomator integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send contracts for signature upon survey completion” between Tally and DocsAutomator?

Yes — describe it in the box above and Knit's Integrations Agent researches Tally and DocsAutomator'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 DocsAutomator 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 DocsAutomator for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in DocsAutomator, you can automatically update respondent information in Tally.