Start Tallyfy process when an email in Outlook arrives matching specific search criteria
When this happensStep 1: New Email
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
- An email comes in to your Outlook matching some search criteria (which you specify).
- Tallyfy launches a process automatically.
- Outlook on Office365