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Plutio + Tallyfy
Plutio + Tallyfy
Launch new processes in Tallyfy when new projects are created in Plutio
Start your new projects on the right track with this seamless workflow. When you create a new project in Plutio, it prompts a launch process in Tallyfy, ensuring all your steps are in place and ready to go. It’s an easy way to streamline your project management and keep your whole team on the same page. Make your processes more efficient with this handy automation.
- When this happens...
New ProjectTriggers when a new Project is created.TriggerPolling - automatically do this!
Launch ProcessLaunch a new process using a template.ActionWrite
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More things you can do with Plutio and Tallyfy
Discover other triggers and actions you can use with Plutio and Tallyfy
- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - ProjectRequired
- Task BoardRequired
- Task GroupRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ProjectRequired
- Task BoardRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Entity TypeRequired
- EntityRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task Group TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person Object IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 Me
Triggers 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
- New Form
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new Invoice is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity Type
- Project NameRequired
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task Board TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BlockRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task PositionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
- EntityRequired
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 Completed
Triggers 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
Related categories
Related categories