Your Tally Forms deserve better than a spreadsheet

Tally is fantastic for creating forms and collecting data. It’s an excellent tool for gathering insights from your users, clients, or leads. But once a form is submitted, what happens next? Too often, this valuable information lands in an inbox or sits in a spreadsheet. It waits. It requires manual processing before it can be truly leveraged.

But what if you could fully automate the rest of the process? Imagine this: You transform every form submission into a concrete action, a validated task, or even content published directly to your website—without writing a single line of code. That is precisely the promise of the integration between Tally and Klaro Cards.

This article will guide you, step-by-step, through this connection to show you how to turn data collection into a dynamic and powerful information system.

1. The Challenge: What to do with your Tally data once collected?

Collecting information in a form is great. It’s the first step. But let’s agree: the real value lies in what you do with it afterward. Without a well-defined post-collection process, even the most relevant data renders useless.

Online form users, including Tally users, frequently run into obstacles that limit the potential of their efforts.

We all know the most common limitations:

• Manual data processing: Every submission has to be read, copied, and manually transferred to another system. It’s a time-consuming task, repetitive, and prone to human error.
• Difficulty validating or enriching information: How do you ensure the received data is correct and complete? Do you want to set up a review, validation, or enrichment process with additional information? You quickly find yourself facing a logistical headache.
• Dependency on IT or a webmaster: The ultimate insult? You want to publish this information online? You will almost always need to involve a technical profile. This bottleneck slows down publication and curbs the autonomy of business teams.

It is to overcome these challenges that we created the Tally and Klaro Cards duo. Together, we offer an integrated, fluid, and fully automated answer.

2. The Solution: A Dynamic duo for complete automation

Integrating Tally with Klaro Cards isn’t just a simple technical connection. It’s a strategic step forward that allows form creators to build complete end-to-end workflows without any development expertise. At the heart of this solution is Klaro Cards, a "100% configurable No-code database."

But what does that mean? Where most tools impose their vocabulary and way of doing things, with Klaro Cards, it’s the opposite. The tool adapts to your processes, your jargon, and your working methods. You don’t change your habits for the tool. The tool bends to your needs. You can store and organize any type of information: leads, tasks, support tickets, ideas, or—as we will see in this example—company profiles.

To demonstrate the power of this synergy, let’s explore a concrete use case: the creation and management of an online directory, entirely powered by Tally form submissions.

3. Case Study: Creating an online directory, From A to Z without code

We are going to follow a realistic end-to-end example: setting up an online directory for Belgian companies active in digitalization. The complete process, from form submission to website publication, is managed without any manual or technical intervention.

3.1. The Starting Point: your Tally Form

Everything starts with a Tally form, chosen here for two key reasons: it’s a Belgian tool, and it is GDPR-friendly. The form is simple and designed to gather essential information about each company:

• Company Name
• Website
• Regions of operation (e.g., Brussels, Wallonia, Flanders)
• Client type (e.g., SMEs, Large Enterprises)
• Solutions used
• Areas of expertise

See the example here: https://tally.so/r/n98PgY

This form is the gateway to our system. Every time a company fills it out, the automated process kicks into gear.

3.2. The Magic Connection: How data travels from Tally to Klaro Cards

Transferring data from Tally to Klaro Cards is done in three disarmingly simple steps, without requiring a complex connector.

1. Email Sending: In your Tally form settings, simply add an email address as the recipient for submission notifications. This address isn’t a person’s, but the unique email address of a specific board in your Klaro Cards project. The brilliance of this method is that the board can be pre-configured. Thus, every new card created via email automatically inherits its properties, such as being an "Enterprise" type and having the status "New." It is automatically placed in the right spot in your validation process.
2. Le mappage des données : Pour que Klaro Cards sache où placer chaque information, on utilise un format simple appelé YAML. Il s'agit simplement de faire correspondre les réponses du formulaire avec les champs (appelés « dimensions ») dans Klaro. Par exemple, on indique que la dimension « Région » dans Klaro doit recevoir la réponse à la question « Régions d'intervention » du formulaire Tally.
3. To make it concrete, here is what that matching looks like:
4. Automation: Once this configuration is in place, the system is autonomous. Every new Tally form submission triggers an email to Klaro Cards, which automatically creates a new card in the project with all the information correctly filled in. No manual intervention is required.

3.3. The Key Step: Validating and Enriching your data in Klaro Cards

Once the card is automatically created in Klaro, it isn’t public yet. It enters a fully configurable validation process that you define yourself. For example, a new record might follow these steps: New -> Validating -> Validated or Rejected.

This centralization step in Klaro Cards is crucial. It allows you to:

• Assign the card to a team member for review.
• Edit or enrich the information if necessary.
• Analyze data in real-time. For example, you can create charts to visualize the distribution of companies by region or area of expertise, directly from your dashboard.

3.4. The Result: Instant publication on your Website

This is where the magic happens. Without any technical intervention, a simple drag-and-drop in Klaro translates into instant publication on the public site. As soon as a card is moved to the "Validated" column, the corresponding entry appears on the online directory. There is no delay, no synchronization to wait for, and most importantly, no developer involvement.

The flexibility is total. Do you want to add a new "Flanders" category to your directory? Just create a new dashboard in Klaro Cards that filters companies operating in Flanders. Immediately, as if by magic, this new category appears on the public website. You keep full control over the content and its structure, with ease.

This approach transforms a simple collection process into a powerful and agile content publication system.

4. Beyond the Directory: Unleash your content’s potential

The potential of this integration goes far beyond creating directories. In reality, Klaro Cards acts as a Headless CMS (a content management system without a predefined presentation layer), allowing you to manage any type of structured content and publish it wherever you want.

Here are a few concrete examples that illustrate this versatility:

• Blog & FAQ: Klaro Cards uses this method to manage its own blog and FAQ. Each article or Q&A is a Klaro card. Once moved to the "Published" status, it appears on the site.
• Projects: Our client JZH uses this system to showcase their projects. Teams write the content directly in Klaro Cards, add photos, and publish it to their site without ever having to contact their webmaster.
• Legal Pages: JZH also manages its legal pages (privacy policy, legal notices, etc.) via Klaro Cards. This allows them to keep this critical information up to date easily and instantly.

These use cases show that any structured content can be managed and published this way. Can you imagine the agility we offer?

5. Concrete benefits for Tally users

When you connect your Tally form to Klaro Cards, you aren’t just automating a task. You are transforming a collection tool into a powerful content engine integrated into your business processes.

Here are the key advantages of this approach:

• You go from collection to action: Every form submission becomes the starting point of a tangible process. You can validate, enrich, assign, and track every piece of data, ensuring nothing gets lost and everything is processed correctly.
• You focus on your true added value: Your expertise lies in content creation, not in tech. We let you focus on the message; we handle the complexity.
• You become the master of your content: No more back-and-forth with IT or requests to your webmaster. You and your team control content publication from A to Z. Updating information is done in a few clicks in Klaro Cards and is visible instantly.
• You publish at the speed of thought: Speed is a competitive advantage. With this solution, the idea of publishing content and its actual online launch are separated only by a simple drag-and-drop. It’s simple, immediate, and almost magical.

6. Conclusion: Give your Forms a new dimension

The combination of Tally and Klaro Cards demonstrates that a form can be much more than a simple collection point. It can become the first building block of a complete, agile, and fully automated information system. By eliminating manual friction and technical dependencies, you unleash the true potential of the data you gather every day. You are no longer just storing answers; you are building applications, feeding your website, and creating value in real-time.

This is what we presented in Klaro Cards Session #04. Watch the replay(in French)

It is time to redefine what a form can achieve. Connect Tally to Klaro Cards and transform every submission into an opportunity.