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  • How do I automate a Zap to download new Tally form entries into ClickUp and Dropbox?
Question

How do I automate a Zap to download new Tally form entries into ClickUp and Dropbox?

  • 18 March 2024
  • 3 replies
  • 14 views
Y

Hi! I’m new to using Zapier and I’m trying to automate a zap that whenever a new item is created in a Tally form, the information is downloaded into a PDF or CSV file and moved into the ClickUp and Dropbox files. 

Any ideas on how can I download the file?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @yetza 

Which will you be using PDF or CSV?

Which app will you be using for the PDF or CSV? (name)

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Y

Hi, I would like to have the 2 options PDF and CSV, but not sure how to do it, and after gets downloaded I need to upload it to ClickUp and Dropbox.

Troy Tessalone
Userlevel 7
Badge +14

@yetza 

One app to use for CSV is GSheet: https://zapier.com/apps/google-calendar/integrations#triggers-and-actions

This can return a CSV version of the GSheet.

 

For the PDF, that will depend on the PDF template you are trying to generate.

One app to use for templates is GDocs: https://zapier.com/apps/google-docs/integrations#triggers-and-actions

This can return a PDF version of the GDoc.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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