Assign a Task Template List.

Creates a company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find or Create Company Contact

Find or Create Person Contact

Triggers when a comment or issue thread is added to a watched task. De-duplicates by thread ID.

Add a new comment or issue to a task.

Add a field to a template kickoff (prerun) form. The template is fetched, the prerun array is appended, and the template is saved.

Archive a process (hidden and restorable, not deleted).

Change the deadline of any task.

Duplicate a template under a new name.

Create a new workflow template

Create a new group for task assignment

Create a tag (title plus optional hex color).

Delete a folder (contents are moved out, not deleted).

Permanently delete a group.

Permanently delete a tag.

Block a guest organization access.

Re-enable a disabled guest.

Invite a new member to the organization with specified role

Complete a task in a process.

Remove an object from a folder via the folder-object relation ID.

Reopen a completed task. For a process task provide the Process ID; for a one-off task leave it blank.

Creates a standalone task.

Attach a tag to a running process.

Remove a tag from a running process. The tag association is resolved automatically.

Edit an existing task comment.

Rename or re-parent a folder.

Update the value of a form field in a task or process

Update guest details (name, phone, company).

Update a process name, summary or starred status.

Comprehensively update task properties including assignees, deadline, type, and settings

Find a process task on Tallyfy process.

Get the authenticated user profile.

Read a single group by its ID.

Read a standalone (one-off) task by its ID.

Get one process (run) by its ID.

Get a single template by its ID.

Search across all Tallyfy resources (templates, processes, tasks, etc.)

List guests in the organization.

List tasks assigned to the connected user.

List process (run) folders.

List tags in the organization.

List templates in the organization.

List all steps of a template in order.

List tasks assigned to a specific member.

Complete Process

Updates an existing company contact.

Generate a document from a document template and attach it to a matter.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

Triggers when a new process (run) is launched. Polls newest first and de-duplicates by process ID.

Add a form field (capture) to a template step.

Put a template or process into a folder.

Change the assignees of any task.

Change a member organization role.

Mark a process kickoff (prerun) form as submitted.

Create a folder (optional parent for nesting).

Create a new guest user (external participant)

Delete a task comment (irreversible).

Delete a form field from a template step.

Delete a kickoff (prerun) field permanently.

Permanently delete a template (irreversible).

Deactivate a member account.

Reactivate a disabled member.

Move a form field to another step with position control.

Restore an archived process.

Reopen a submitted kickoff (prerun) form for edits.

Reorder kickoff (prerun) fields. Provide the field IDs in the desired order. The template is fetched, positions are written, and the template is saved.

Launch a new process using a template.

Attach a tag to a template.

Remove a tag from a template. The tag association is resolved automatically.

Replace the full options list on a choice field. The current field payload is fetched and merged first.

Update a form field label, guidance, required flag or position on a template step. The field type is immutable.

Update a group name, description or membership. The full group is fetched and merged first.

Update a kickoff (prerun) field by its ID. The template is fetched, the matching prerun field is merged, and the template is saved.

Update a tag title or color.

Update template metadata (title, summary, guidance, public flag, auto naming).

Find the ID of a resource by name or search term

Read the current options of a choice-type form field on a step.

List a template kickoff (prerun) form fields.

Read organization details.

Read one task inside a process (run).

Read a single member by numeric ID.

List all groups in the organization.

List tasks assigned to a guest.

List processes (runs). Optional status, template and tag filters.

List all tasks in one process (run).

Read all comments and threads on a task (via its process).

List template folders.

List members of the organization.