Launch Tallyfy processes when you create new documents in Google Drive
If you use Tallyfy to manage processes, and Google Drive for your docs, use this integration to automate some busy work! Now, whenever you create a new doc in Google Drive, Zapier will automatically launch a Tallyfy process.
- When this happens...

New Document in FolderTriggers when a new document is added to a specific folder (but not its subfolders).TriggerPolling - automatically do this!

Launch ProcessLaunch a new process using a template.ActionWrite
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More things you can do with Google Docs and Tallyfy
Discover other triggers and actions you can use with Google Docs and Tallyfy
New DocumentTriggers when a new document is added (inside any folder).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Drive containing the template document
- Folder containing the template document
- Template DocumentRequired
- New Document NameRequired
- Drive
- Folder for new Document
- Sharing Preference
- Organization Domain
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Find textRequired
- Replace text
- Match case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Image URLRequired
- Insert position (Index)Required
- Width (points)
- Height (points)
- Segment ID
- Tab ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document NameRequired
- Document ContentRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Background color (hex)
- Page width (points)
- Page height (points)
- Top margin (points)
- Bottom margin (points)
- Left margin (points)
- Right margin (points)
- Page number start
- Use different first page header and footer
- Use different even page header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Drive
- Folder
- Document NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Drive
- Folder
- Document NameRequired
- Document ContentRequired
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Task Assigned to MeTriggers when a new active task is assigned to the connected user. De-duplicates by task ID.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Process IDRequired
- Task IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ActionRequired
- Process
- TaskRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Field TypeRequired
- LabelRequired
- Required
- Guidance
- Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process
- TaskRequired
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- New Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template TitleRequired
- Template TypeRequired
- Summary
- Folder ID
- Tags
- Make Public
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group NameRequired
- Description
- Member User IDs
- Guest Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Guest EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Guest EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
- First NameRequired
- Last NameRequired
- Member RoleRequired
- Invitation Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProcessRequired
- TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder Object IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process ID
- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Description
- OwnersRequired
- Guest
- DeadlineRequired
- Tags
- Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Comment IDRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder IDRequired
- Name
- Parent Folder ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Context TypeRequired
- Context IDRequired
- Form Field IDRequired
- Field ValueRequired
- Update as Guest
- Guest Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Guest EmailRequired
- First Name
- Last Name
- Phone
- Company Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
- Name
- Summary
- Starred
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task TitleRequired
- DeadlineRequired
- Task Type
- Summary
- Assign Users
- Assign Guests
- Assign Groups
- Max Assignable
- Everyone Must Complete
- Prevent Guest Comments
- Top Secret
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Search ByRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
- Search In
- Results Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder ID
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
- Status
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- TemplateRequired
- Search ByRequired
- Search ValueRequired
- ProcessRequired
- TaskRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Specify Document Name
- Drive
- Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Start position (Index)Required
- End position (Index)Required
- Formatting Options
- Link URL
- Font size (points)
- Font family
- Text color (hex)
- Background color (hex)
- Segment ID
- Tab ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Text to insertRequired
- Insert position (Index)Required
- Segment ID
- Tab ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Select which image to replaceRequired
- New image URLRequired
- Select which tab the image is in
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Text to FindRequired
- Match Case
- Return All Matches
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CompletedTriggers when a task is completed. Polls completed tasks and de-duplicates by task ID.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Template IDRequired
- Step IDRequired
- Field TypeRequired
- LabelRequired
- Required
- Position
- Guidance
- Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Folder IDRequired
- Object IDRequired
- Object TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ActionRequired
- Process
- TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Parent Folder ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
- First Name
- Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Comment IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Step IDRequired
- Form Field IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Kickoff Field IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- From Step IDRequired
- Form Field IDRequired
- Target Step IDRequired
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Ordered Field IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Process NameRequired
- Process Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Tag IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Step IDRequired
- Form Field IDRequired
- OptionsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Step IDRequired
- Form Field IDRequired
- Label
- Guidance
- Required
- Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group IDRequired
- Name
- Description
- Member User IDs
- Guest Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Kickoff Field IDRequired
- Label
- Required
- Guidance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag IDRequired
- Title
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Title
- Summary
- Guidance
- Is Public
- Auto Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource TypeRequired
- Search TermRequired
- Context ID
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
- Step IDRequired
- Form Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Template IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process IDRequired
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Guest ID or EmailRequired
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Template ID
- Tag ID
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process IDRequired
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process IDRequired
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Status
- Per Page
ActionThis is an event a Zap performs.SearchFind existing data in your app- Guest Email AddressRequired
- Create Guest If Not Found
- First Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
- Create Guest If Not Found
- First Name
- Last Name
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found




