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ProcessPlan + Tally

ProcessPlan + Tally

ProcessPlan + Tally integrations

Initiate ProcessPlan processes for new Tally submissions

Streamline your Tally submissions management and boost your productivity with this seamless workflow. When you receive a new submission in Tally, it instantly initiates a process in the ProcessPlan app, enabling an organized and efficient approach to handling your data. Save valuable time and enhance your efficiency by effortlessly integrating these essential tasks.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
automatically do this!
Start a Process TaskStarts a Process Task out of order. Use with caution.
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More things you can do with Tally and ProcessPlan

Discover other triggers and actions you can use with Tally and ProcessPlan

- Select a form
  Required
Trigger
Instant
Try It
- Process Template
  Required
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
Try It
- Process Template
  Required
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
Try It

- Process Template
  Required
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template ID
  Required
- Process Instance
  Required
Action
Write

- Process Template ID
  Required
- Select the Task to Complete
  Required
- Task Response
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
Action
Write

- Process Template
  Required
- When This Field Is Updated
  Required
Trigger
Instant
Try It
- Process Template
  Required
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Cancel
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Start
  Required
- Process Instance
  Required
Action
Write
- Process Template
  Required
Action
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About ProcessPlan

ProcessPlan is a business process management platform. Start processes, complete tasks, and update fields from your other apps. (aka Process Plan)

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About Tally

The simplest way to create beautiful forms and surveys, for free.

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Forms & Surveys

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier