Automatisierte Tally-Formularverarbeitung

• •Google-Konto + Gmail API-Anmeldedaten
• •HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
• •Airtable API Key

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            "Full Name": "={{ $json.full_name }}",
            "Job Title": "={{ $json.job_title }}",
            "Company Name": "={{ $json.company_name }}",
            "Phone Number": "={{ $json.phone_number }}"
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        "message": "=<p>Hi {{ $json.fields['Full Name'] }},</p>\n\n<p>Thanks for reaching out! We’ve received your request and our team will get back to you as soon as possible.</p>\n\n<p><strong>Here’s a quick summary:</strong></p>\n<ul>\n\n <li><strong>Company:</strong>{{ $json.fields['Company Name'] }} </li>\n  <li><strong>Job Title:</strong> {{ $json.fields['Job Title'] }}</li>\n\n<p>We’ll be in touch very soon!</p>\n<p>— The Team</p>\n\n",
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        "content": "**Still manually copy-pasting your Tally form responses?**\n\nWhat if every submission went straight into Airtable — and the user got an automatic email right after?\n\nThat’s exactly what this workflow does.\nNo code, no headache — just a simple and fast automation:\n\n**Tally → Airtable → Gmail.**\n\n"
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        "content": "## STEP 1 — Capture Tally Form Responses\n\n### Goal\nTrigger the workflow automatically every time someone submits your Tally form.\n\n### What we're setting up\nA webhook that catches form responses and kicks off the rest of the flow.\n\n### Steps to follow\nAdd a Webhook node\n\nParameter :\tValue\nMethod :\tPOST\nPath :\tformulaire-tally\nAuthentication : None\nRespond : Immediately\n\n\nSave the workflow\n→ This will generate a URL like:\n\n*https://your-workspace.n8n.cloud/webhook-test/formulaire-tally*\n*\n💡 Use the Test URL first (found under Parameters > Test URL)\n\nHead over to Tally\nGo to your form → Form Settings > Integrations > Webhooks\nPaste the Test URL into the Webhook field\nEnable the webhook ✅\n\nSubmit a test entry\n→ Tally won’t send anything until a real submission is made.\nThis step is required for n8n to capture the structure.\n\n### Expected output\n![AutomateTallyFormn8netape1.png](6)\nn8n receives a JSON object containing:\n\nGeneral info (IDs, timestamps, etc.)\n\nA fields[] array with all the form inputs (name, email, etc.)\n\nEach field is nicely structured with a label, key, type, and most importantly, a value.\n\nPerfect foundation for the next step: data cleanup."
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        "content": "## STEP 2 — Clean and Structure the Form Data (Set node)\n\n### Goal\n\nTake the raw data sent by Tally and turn it into clean, readable JSON that's easy to use in the rest of the workflow.\n\nTally sends the responses inside a big array called field.\n\nCan you grab a field directly with something like {{$json[\"fields\"][3][\"value\"]}}? Yes.\n\nBut a good workflow is like a sock drawer — when everything’s folded and labeled, life’s just easier.\n\nSo we’re going to clean it up using a Set node.\n\n### Steps to follow\n\nAdd a Set node right after the Webhook.\n\nEnable the “Keep only set” option.\n\nDefine the following fields in the Set node:\n\nField name:\tExpression\nfull_name:\t{{$json[\"fields\"][0][\"value\"]}}\ncompany_name:\t{{$json[\"fields\"][1][\"value\"]}}\njob_title:\t{{$json[\"fields\"][2][\"value\"]}}\nemail:\t{{$json[\"fields\"][3][\"value\"]}}\nphone_number:\t{{$json[\"fields\"][4][\"value\"] ?? \"\"}}\nsubmission_date:\t{{$now.toISOString()}}\n\n⚠️ The order of fields[] depends on your Tally form. If you change the question order, make sure to update these indexes accordingly.\n\n### Expected output\n\nYou’ll get a clean, structured JSON like this:\n\nNow your data is clear, labeled, and ready for the rest of your workflow."
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        "content": "## STEP 3 — Save Data in Airtable\n\nEvery time someone submits your Tally form, their info is automatically added to an Airtable base. No more copy-pasting — everything lands right where it should.\n\n## Steps to follow\n1. Create your Airtable base\nStart by creating a base named Leads (or whatever you prefer), with a table called Form Submissions.\n\nAdd the following columns in this exact order so everything maps correctly later:\n\n### Generate an Airtable token\nSo n8n can send data into your base:\n\nGo to 👉 [ https://airtable.com/create/tokens](https://airtable.com/create/tokens\n)\n\nClick Create token\n\nGive it a name (e.g. Tally Automation)\n\nCheck the following permissions:\n\ndata.records:read\n\ndata.records:write\n\nschema.bases:read\n\nUnder Base access, either choose your base manually or select “All current and future bases”\n\nClick Create token and copy the generated key\n\n### Add configure the Airtable node in n8n\n\nNode: Airtable\n\nOperation: Create\n\nAuthentication: Personal Access Token\n\nPaste your token\n\nn8n will suggest your base and table (or you can manually grab the IDs from the URL:\nhttps://airtable.com/appXXXXXXXX/tblYYYYYYYY/...)\n\nMap your fields\nInside the Airtable node, add the following field mappings:\n\nEvery new Tally form submission automatically creates a new row in your Airtable base."
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        "content": "## STEP 4 — Send an Automatic Confirmation Email\n\n### Goal\n\nSend a professional email as soon as a form is completed\n\n### Steps to follow\n\n1. Add a Wait node\n\nYou don’t want the email to go out instantly — it feels cold and robotic.\n→ Add a Wait node right after Airtable.\n\nMode: Wait for a period of time\n\nDelay: 5 to 10 minutes\n\nUnit: Minutes\n\n2. Add a Gmail > Send Email node\nAuthentication: OAuth2\n\nConnect a Gmail account (business or test)\n⚠️ No API keys here — Gmail requires OAuth.\n\n3. Configure the Send Email node\n\n![AutomateTallyFormn8netape11.png](15)\n\nField\tValue\n\nCredential to connect with Gmail account via OAuth2\n\nResource :\tMessage\nOperation :\tSend\nTo :\t{{ $json.fields[\"Email\"] }}\nSubject : Thanks for reaching out!\nEmail Type : HTML\nMessage: (but do the mapping correctly using the Input so that lead receives its name correctly )"
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        "content": "## End of the Workflow\n\nAnd that’s it — your automation is live!\n\nYour lead fills out the Tally form → the info goes to Airtable → they get a clean, professional email without you doing a thing."
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