How to Generate E-Certificate from Tally Form

If you collect participant responses using Tally, CertFusion can automatically generate and deliver certificates for each submission. This guide explains how to generate e-certificate from Tally form step by step.

Step 1: Prepare Your Tally Form

Before connecting to CertFusion:

1. Create your Tally form (survey, quiz, or application).

2. Include at least these required fields:

   • Name – participant’s full name.
   • Email – where the certificate will be sent.

3. (Optional) Add extra fields for your certificate’s custom data:

   • Course Name
   • Completion Date
   • Training Hours
   • Instructor Name

Tip: Ensure Name and Email fields are required to prevent missing data.

Step 2: Create or Select a Certificate Template

1. Log in to your CertFusion dashboard.

2. Go to Certificate Templates → select an existing template or click Create.

3. Add dynamic fields to your certificate:

   • Recipient Name – mapped from Tally form responses.
   • Issued Date – automatically filled when certificates are generated.
   • Certificate UUID – unique ID for verification.

4. (Optional) Add Custom Fields to include other Tally responses on the certificate.

Step 3: Connect Your Tally Account

1. Go to Integrations → Tally in your CertFusion dashboard.

   

2. Click Connect and enter your Tally API key.

3. Click Connect to validate your API key and save the connection.

Tip: CertFusion only accesses the form structure and response data needed for certificate generation. Your API key is securely stored.

Step 4: Configure Automatic Certificate Generation

1. Open the Recipients section of your certificate template.

2. Click Add Recipients → Integrate with Tools → Tally.

   

3. Select the Tally form you want to connect.

4. Click Configure Webhook to map fields:

   • Name Field → Recipient Name (required)
   • Email Field → Email Address (required)
   • Custom Fields → optional fields from your certificate template

   

5. Toggle Auto-Issue Certificates if you want certificates to be generated and emailed automatically for every new submission.

6. Click Save Configuration to activate the webhook.

Step 5: Participants Receive Their Certificates

Once configured, each new submission will generate a certificate (if auto-issue is enabled):

• Participants receive an email with a unique URL to view their certificate online.
• Options to download the PDF and verify authenticity.

You can also monitor webhook status, track deliveries, and resend certificates from the Recipients page.

Step 6: Manage Your Tally Integration

• Update Configuration: Change field mapping or toggle auto-issue anytime.

  

• Pause or Remove Webhooks: Stop automatic certificate generation without affecting existing recipients.

  

• Disconnect Tally: Remove API key and revoke CertFusion access if needed.

Tip: Always test with a sample submission to ensure field mappings and auto-issue settings are correct.

For more details on this integration, see the full Tally integration guide.

Why Use CertFusion with Tally

• Fully Automated: Certificates are issued immediately after form submission.
• Dynamic Fields Included: Recipient Name, Issued Date, and Certificate UUID are filled automatically.
• Customizable: Map additional form fields to custom fields on your certificate.
• Scalable: Works for small surveys or large events with thousands of participants.

Next Steps

Now you know how to generate e-certificate from Tally form with CertFusion.

📌 Pro Tip: Keep your Tally form fields consistent to avoid mapping errors when adding new forms.

👉 Log in to CertFusion and connect your Tally form today to automate certificate delivery.