Templates / Automate a Tally form: store with Airtable, notify via Slack

Automate a Tally form: store with Airtable, notify via Slack

Ready for 3.0

by Baptiste Fort ✓ · 740 views · created 2025-06-28 · Lead Generation

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

Nodes used (3)

AirtableSlack

What it does

🎯 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 !automatiserformulairetallyetape1.png(fileId:1668) 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 !automatiserformulairetallyetape2.png(fileId:1670) 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: {{$json"fields"2"value"}} (Adapt the indexes based on your form structure.) Use the data preview in the Webhook node to check the correct order. Output You now get clean data like: { "Full Name": "Jane Doe", "Email": "[email protected]", "Phone": "+123456789" } Step 3 – Send to Airtable !automatiserformulairetallyetape3.png(fileId:1667) ✅ Once the data is cleaned, let’s store it in Airtable automatically. Goal Create one new Airtable row for each form submission. What we’re setting up An Airtable – Create Record node. Technical 1. Add an Airtable node. 2. Authenticate or connect your API token. 3. Choose the base and table. 4. Map the fields: - Name: {{$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 !automatiserformulairetallyetape4.png(fileId:1669) ⌛ 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 !automatiserformulairetallyetape5.png(fileId:1671) 💬 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. Looking for professional automation support? Try 0vni – Agence automatisation.

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