Tallyfy Integrations

Task Management

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Webhooks by Zapier

Developer Tools, Zapier

Schedule by Zapier

Scheduling & Booking, Zapier

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

PandaDoc

Documents

Google Calendar

Calendar, Google

Email by Zapier

Email, Zapier

Asana

Project Management

Webhooks by Zapier

Developer Tools, Zapier

Schedule by Zapier

Scheduling & Booking, Zapier

Jotform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Google Forms

Forms & Surveys, Google

PandaDoc

Documents

Webhooks by Zapier

Developer Tools, Zapier

Schedule by Zapier

Scheduling & Booking, Zapier

Jotform

Forms & Surveys

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Popular ways to use Tallyfy workflows

Launch Tallyfy processes for new events matching a search in Google Calendar
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Google Calendar + Tallyfy
More details
When this happens
Step 1: New Event Matching Search
Then do this
Step 2: Launch Process
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Launch Tallyfy processes for new events matching a search in Google Calendar
Launch Tallyfy processes for new events matching a search in Google Calendar
Google Calendar + Tallyfy
Create tasks in Tallyfy when messages are posted to a Slack Channel
Try it
Slack + Tallyfy
More details
When this happens
Step 1: New Message Posted to Channel
Then do this
Step 2: Create Task
See Zap details Try it
Create tasks in Tallyfy when messages are posted to a Slack Channel
Create tasks in Tallyfy when messages are posted to a Slack Channel
Slack + Tallyfy
Launch Tallyfy processes when Typeform entries are submitted
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Typeform + Tallyfy
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Launch Process
See Zap details Try it
Launch Tallyfy processes when Typeform entries are submitted
Launch Tallyfy processes when Typeform entries are submitted
Typeform + Tallyfy
Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]
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Gmail + Tallyfy
More details
When this happens
Step 1: New Email Matching Search
Then do this
Step 2: Launch Process
See Zap details Try it
Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]
Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]
Gmail + Tallyfy
Launch processes on Tallyfy when new rows are added to Google Sheets
Try it
Google Sheets + Tallyfy
More details
When this happens
Step 1: New or Updated Spreadsheet Row
Then do this
Step 2: Launch Process
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Launch processes on Tallyfy when new rows are added to Google Sheets
Launch processes on Tallyfy when new rows are added to Google Sheets
Google Sheets + Tallyfy
Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM
Premium
Try it
Microsoft Dynamics 365 CRM + Tallyfy
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Launch Process
See Zap details Try it
Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM
Premium
Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM
Microsoft Dynamics 365 CRM + Tallyfy
Start Tallyfy process when an email in Outlook arrives matching specific search criteria
Try it
Microsoft Office 365 + Tallyfy
More details
When this happens
Step 1: New Email
Then do this
Step 2: Launch Process
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Start Tallyfy process when an email in Outlook arrives matching specific search criteria
Start Tallyfy process when an email in Outlook arrives matching specific search criteria
Microsoft Office 365 + Tallyfy
Start processes in Tallyfy from new leads in Salesforce
Premium
Try it
Salesforce + Tallyfy
More details
When this happens
Step 1: New Record
Then do this
Step 2: Launch Process
See Zap details Try it
Start processes in Tallyfy from new leads in Salesforce
Premium
Start processes in Tallyfy from new leads in Salesforce
Salesforce + Tallyfy

Supported triggers and actions

What does this mean?

Add Comment
Add a new comment or issue to a task.
Action
Write
Change Task Assignees
Change the assignees of any task.
Action
Write
Change Task Deadline
Change the deadline of any task.
Action
Write
Complete Task
Complete a task in a process.
Action
Write
Create Task
Creates a standalone task.
Action
Write
Launch Process
Launch a new process using a blueprint.
Action
Write
Find Process Task
Find a process task on Tallyfy process.
Action
Search
Complete Process
Complete Process
Action
Search or write

About Tallyfy

Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

Related categories

Task Management

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Popular Tallyfy Integrations