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SweetProcess + Tally

Create tasks in SweetProcess for new Tally submissions

Effortlessly manage tasks and stay organized with this Tally and SweetProcess automation. When a new submission is received in Tally, a task will be created in SweetProcess, ensuring you never miss important information and can seamlessly delegate tasks within your team. Streamline your workflow and boost productivity by setting up this easy-to-use automation today.

Effortlessly manage tasks and stay organized with this Tally and SweetProcess automation. When a new submission is received in Tally, a task will be created in SweetProcess, ensuring you never miss important information and can seamlessly delegate tasks within your team. Streamline your workflow and boost productivity by setting up this easy-to-use automation today.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    TriggerInstant
  2. automatically do this!
    SweetProcessSweetProcess
    Create Task

    Create a new SweetProcess task.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Select a formRequired

    Trigger
    Instant
    Try It
  • SweetProcess triggers, actions, and search

    Process Approved (Hook)

    Triggers when a process is approved.

    Trigger
    Instant
    Try It
  • SweetProcess triggers, actions, and search

    Task Completed (Hook)

    Triggers when a task is completed.

    Trigger
    Instant
    Try It

    • Task name

    • Due dateRequired

    • Assigned document typeRequired

    • Assign to teammates

    • Assign to teams

    • Assign to roles

    Action
    Write
sweetprocess logo
sweetprocess logo

About SweetProcess

SweetProcess is a process management tool for on-boarding your employees and to document your business procedures, processes and policies.

Related categories

  • Team Collaboration
tally logo
tally logo

About Tally

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

Related categories

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Zapier Interfaces

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