How to connect Plumsail Documents + Tallyfy
Zapier lets you send info between Plumsail Documents and Tallyfy automatically—no code required.
When this happens...
automatically do this!
- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Add CommentAdd a new comment or issue to a task.Action
- Change Task AssigneesChange the assignees of any task.Action
- Change Task DeadlineChange the deadline of any task.Action
- Complete TaskComplete a task in a process.Action
- Create TaskCreates a standalone task.Action
- Launch ProcessLaunch a new process using a blueprint.Action
Find a process task on Tallyfy process.
- Step 1: Authenticate Plumsail Documents and Tallyfy.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.