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Capsule CRM + Tallyfy

Launch processes in Tallyfy for new or updated opportunities in Capsule CRM

Stay on top of new or updated opportunities in Capsule CRM by setting up this automation to launch processes in Tallyfy. With this workflow, as soon as an opportunity is added or updated in Capsule CRM, a corresponding process will be initiated in Tallyfy, ensuring that your team stays focused on important tasks without having to manually check for updates. Streamline your sales process and maintain a seamless work experience by integrating Capsule CRM and Tallyfy.

When this happens...
New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
TriggerInstant
automatically do this!
Launch ProcessLaunch a new process using a template.
ActionWrite

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More things you can do with Capsule CRM and Tallyfy

Discover other triggers and actions you can use with Capsule CRM and Tallyfy

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
Process Completed (Instant)
Instantly triggers when a process (run) is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use a polling trigger.
Trigger
Instant
Try It
New Comment or Issue on a Task (Instant)
Instantly triggers when a comment is added or an issue is raised or resolved on a task, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Comment Or Issue On Task" trigger.
Trigger
Instant
Try It
New Task Assigned to Me
Triggers when a new active task is assigned to the connected user. De-duplicates by task ID.
Trigger
Polling
Try It
- Process ID
  Required
- Task ID
  Required
Trigger
Polling
Try It
- Action
  Required
- Process
- Task
  Required
- Comment
  Required
Action
Write
- Template ID
  Required
- Field Type
  Required
- Label
  Required
- Required
- Guidance
- Options
Action
Write
- Process ID
  Required
Action
Write
- Process
- Task
  Required
- Value
Action
Write
- Template ID
  Required
- New Title
Action
Write
- Template Title
  Required
- Template Type
  Required
- Summary
- Folder ID
- Tags
- Make Public
Action
Write
- Group Name
  Required
- Description
- Member User IDs
- Guest Emails
Action
Write
- Title
  Required
- Color
Action
Write
- Folder ID
  Required
Action
Write
- Group ID
  Required
Action
Write
- Tag ID
  Required
Action
Write
- Guest Email
  Required
Action
Write
- Guest Email
  Required
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Member Role
  Required
- Invitation Message
Action
Write
- Process
  Required
- Task
  Required
Action
Write
- Folder Object ID
  Required
Action
Write
- Process ID
- Task ID
  Required
Action
Write
- Task Name
  Required
- Description
- Owners
  Required
- Guest
- Deadline
  Required
- Tags
- Folders
Action
Write
- Process ID
  Required
- Tag ID
  Required
Action
Write
- Process ID
  Required
- Tag ID
  Required
Action
Write
- Task ID
  Required
- Comment ID
  Required
- Content
  Required
Action
Write
- Folder ID
  Required
- Name
- Parent Folder ID
Action
Write
- Context Type
  Required
- Context ID
  Required
- Form Field ID
  Required
- Field Value
  Required
- Update as Guest
- Guest Email
Action
Write
- Guest Email
  Required
- First Name
- Last Name
- Phone
- Company Name
Action
Write
- Process ID
  Required
- Name
- Summary
- Starred
Action
Write
- Task ID
  Required
- Task Title
  Required
- Deadline
  Required
- Task Type
- Summary
- Assign Users
- Assign Guests
- Assign Groups
- Max Assignable
- Everyone Must Complete
- Prevent Guest Comments
- Top Secret
Action
Write
- Template
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Organization ID
Action
Search
- Group ID
  Required
Action
Search
- Task ID
  Required
Action
Search
- Process ID
  Required
Action
Search
- Template ID
  Required
Action
Search
- Search Query
  Required
- Search In
- Results Limit
Action
Search
- Per Page
Action
Search
- Status
- Per Page
Action
Search
- Search Query
Action
Search
- Search Query
- Status
Action
Search
- Folder ID
- Per Page
Action
Search
- Template ID
  Required
Action
Search
- User ID
  Required
- Status
- Per Page
Action
Search
- Template
  Required
- Search By
  Required
- Search Value
  Required
- Process
  Required
- Task
  Required
Action
Search or write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Process Launched (Instant)
Instantly triggers when a new process (run) is launched, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Process Launched" trigger.
Trigger
Instant
Try It
New Task Assigned (Instant)
Instantly triggers when a task is assigned, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Task Assigned To Me" trigger.
Trigger
Instant
Try It
Task Completed (Instant)
Instantly triggers when a task is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "Task Completed" trigger.
Trigger
Instant
Try It
- Template ID
Trigger
Polling
Try It
Task Completed
Triggers when a task is completed. Polls completed tasks and de-duplicates by task ID.
Trigger
Polling
Try It
- Template ID
  Required
- Step ID
  Required
- Field Type
  Required
- Label
  Required
- Required
- Position
- Guidance
- Options
Action
Write
- Folder ID
  Required
- Object ID
  Required
- Object Type
  Required
Action
Write
- Action
  Required
- Process
- Task
  Required
Action
Write
- User ID
  Required
- Role
  Required
Action
Write
- Process ID
  Required
Action
Write
- Name
  Required
- Parent Folder ID
Action
Write
- Email Address
  Required
- First Name
- Last Name
Action
Write
- Task ID
  Required
- Comment ID
  Required
Action
Write
- Template ID
  Required
- Step ID
  Required
- Form Field ID
  Required
Action
Write
- Template ID
  Required
- Kickoff Field ID
  Required
Action
Write
- Template ID
  Required
Action
Write
- User ID
  Required
Action
Write
- User ID
  Required
Action
Write
- Template ID
  Required
- From Step ID
  Required
- Form Field ID
  Required
- Target Step ID
  Required
- Position
Action
Write
- Process ID
  Required
Action
Write
- Process ID
  Required
Action
Write
- Template ID
  Required
- Ordered Field IDs
  Required
Action
Write
- Template
  Required
- Process Name
  Required
- Process Notes
Action
Write
- Template ID
  Required
- Tag ID
  Required
Action
Write
- Template ID
  Required
- Tag ID
  Required
Action
Write
- Template ID
  Required
- Step ID
  Required
- Form Field ID
  Required
- Options
  Required
Action
Write
- Template ID
  Required
- Step ID
  Required
- Form Field ID
  Required
- Label
- Guidance
- Required
- Position
Action
Write
- Group ID
  Required
- Name
- Description
- Member User IDs
- Guest Emails
Action
Write
- Template ID
  Required
- Kickoff Field ID
  Required
- Label
- Required
- Guidance
Action
Write
- Tag ID
  Required
- Title
- Color
Action
Write
- Template ID
  Required
- Title
- Summary
- Guidance
- Is Public
- Auto Naming
Action
Write
- Resource Type
  Required
- Search Term
  Required
- Context ID
- Exact Match
Action
Search
- Template ID
  Required
- Step ID
  Required
- Form Field ID
  Required
Action
Search
- Template ID
  Required
Action
Search
- Organization ID
Action
Search
- Process ID
  Required
- Task ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Search Query
- Per Page
Action
Search
- Guest ID or Email
  Required
- Per Page
Action
Search
- Status
- Template ID
- Tag ID
- Per Page
Action
Search
- Process ID
  Required
- Per Page
Action
Search
- Process ID
  Required
- Task ID
  Required
Action
Search
- Search Query
Action
Search
- Status
- Per Page
Action
Search
- Guest Email Address
  Required
- Create Guest If Not Found
- First Name
- Last Name
Action
Search
- Email Address
  Required
- Create Guest If Not Found
- First Name
- Last Name
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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About Tallyfy

Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

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