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Copper + Tallyfy

Launch Tallyfy processes for updated Copper companies in a snap

Effortlessly maintain consistency between your Copper and Tallyfy apps with this efficient workflow. When a company is updated in Copper, this automation initiates the Launch Process action in Tallyfy, ensuring your data stays current across both platforms. Streamline your app updates and save time with this seamless integration.

When this happens...
Updated CompanyTriggers when a Person's Company is changed.
TriggerInstant
automatically do this!
Launch ProcessLaunch a new process using a template.
ActionWrite

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More things you can do with Copper and Tallyfy

Discover other triggers and actions you can use with Copper and Tallyfy

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
Try It
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It

Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It

Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- 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

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- 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

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Tallyfy

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

HelpHelp

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Task Management