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AroFlo + Tally

Turn new Tally submissions into AroFlo tasks for seamless project management

Effortlessly manage your tasks by connecting Tally and AroFlo with this seamless workflow. When a new submission is received in Tally, a task will be created in AroFlo, ensuring that your projects stay organized and up-to-date. Save time and improve productivity by streamlining your process with this easy-to-use automation.

Effortlessly manage your tasks by connecting Tally and AroFlo with this seamless workflow. When a new submission is received in Tally, a task will be created in AroFlo, ensuring that your projects stay organized and up-to-date. Save time and improve productivity by streamlining your process with this easy-to-use automation.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    AroFloAroFlo
    Create Task

    Create a new Task in AroFlo.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    Try It
    • Updated since Date/TimeRequired

    Trigger
    Scheduled
    Try It
    • Timesheet Type

    • Date Time Start

    Trigger
    Scheduled
    Try It
    • Client NameRequired

    • Given Names (Primary Contact)Required

    • Surname (Primary Contact)Required

    • Business Units

    • ABN

    • Phone (Primary Contact)

    • Fax

    • Mobile (Primary Contact)

    • Email (Primary Contact)

    • Location Name

    • Address

    • City

    • State

    • Postcode

    • CountryRequired

    • Mailing Location

    • Mailing Address

    • Mailing City

    • Mailing State

    • Mailing Postcode

    • Mailing CountryRequired

    Action
    Write
    • Updated since Date/TimeRequired

    Trigger
    Scheduled
    Try It
    • Updated since Date/TimeRequired

    Trigger
    Scheduled
    Try It
    • Task IDRequired

    • NoteRequired

    • Visibility

    • Sticky Note?

    Action
    Write
    • Business UnitRequired

    • Client IDRequired

    • Task TypeRequired

    • Task NameRequired

    • Due DateRequired

    • Task DescriptionRequired

    • Customer/Work Order Number

    • Priority

    Action
    Write
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About AroFlo

AroFlo is a Job Management Software for trade & service-based businesses.

Related categories

  • Project Management
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tally logo

About Tally

The simplest way to create beautiful forms and surveys, for free.
Learn moreHelp

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier