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Start Tallyfy process when an email in Outlook arrives matching specific search criteria

  1. When this happensStep 1: New Email

  2. Then do thisStep 2: Launch Process

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

How this Outlook - Tallyfy integration works

  1. An email comes in to your Outlook matching some search criteria (which you specify).
  2. Tallyfy launches a process automatically.

Apps involved

  • Outlook on Office365
  • Tallyfy

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