Process Plan + Tally

Process Plan + Tally integrations

Initiate Process Plan 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 Process Plan 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.
ActionWrite

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More things you can do with Tally and Process Plan

Discover other triggers and actions you can use with Tally and Process Plan

- 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
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- Process Template
  Required
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
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- 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
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- 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 Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

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

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