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
- An email comes in to your Outlook matching some search criteria (which you specify).
- Tallyfy launches a process automatically.
Apps involved
- Outlook on Office365
- Tallyfy
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Start Tallyfy process when an email in Outlook arrives matching specific search criteria
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
- An email comes in to your Outlook matching some search criteria (which you specify).
- Tallyfy launches a process automatically.
Apps involved
- Outlook on Office365
- Tallyfy
Launch a Tallyfy processes when new events are added to your Outlook calendar
For many important meetings (such as client meetings) - you need to prepare to make sure the meeting will be a success. The answer is simple! Launch a Tallyfy process whenever any new Outlook calendar event matches specific criteria you set. No mistakes, no "I forgot" from anyone, and all the right tasks done by the right people - before the meeting starts.
Note - create your blueprint in Tallyfy first.
It's easy to connect Microsoft Office 365 + Tallyfy and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an event is added to a calendar of your choice.
Create a contact in your Office 365 account.
Triggers when a new contact is added.
Send an email from your Outlook account.
Triggers when you get a new email.
Create an event on a calendar of your choice.
Triggers when an event is updated.
Creates a standalone task.
Triggers when a new folder is added to Outlook.
Mark process task complete.
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