Gmail + Tallyfy

Gmail + Tallyfy integrations

Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]

People get tons of email. Most of the time, emails are fairly routine-e.g. approval requests, workflows, etc- that have to go through a pre-set system. This integration lets you watch incoming emails in your Gmail, and when a search criterion is matched (like the subject contains "Request proposal"), it automatically starts a Tallyfy process using a specific blueprint (like "Send sales proposal").

When this happens...
New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
TriggerPolling
automatically do this!
Launch ProcessLaunch a new process using a blueprint.
ActionWrite

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More things you can do with Gmail and Tallyfy

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

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write
Task Completed (Instant)
Triggers instantly when a task is completed
Trigger
Instant
Try It
- Action
  Required
- Process
- Task
  Required
Action
Write
- Template Title
  Required
- Template Type
  Required
- Summary
- Folder ID
- Tags
- Make Public
Action
Write
- Email Address
  Required
- First Name
- Last Name
Action
Write
- Process
  Required
- Task
  Required
Action
Write
- Template
  Required
- Process Name
  Required
- Process Notes
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
- Resource Type
  Required
- Search Term
  Required
- Context ID
- Exact Match
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 Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search
Process Started (Instant)
Triggers instantly when a new process is launched
Trigger
Instant
Try It
- Action
  Required
- Process
- Task
  Required
- Comment
  Required
Action
Write
- Process
- Task
  Required
- Value
Action
Write
- Group Name
  Required
- Description
- Member User IDs
- Guest Emails
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Member Role
  Required
- Invitation Message
Action
Write
- Task Name
  Required
- Description
- Owners
  Required
- Guest
- Deadline
  Required
- Tags
- Folders
Action
Write
- Context Type
  Required
- Context ID
  Required
- Form Field ID
  Required
- Field Value
  Required
- Update as Guest
- Guest Email
Action
Write
- Template
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Search Query
  Required
- Search In
- Results Limit
Action
Search
- Template
  Required
- Search By
  Required
- Search Value
  Required
- Process
  Required
- Task
  Required
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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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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