Tallyfy Integrations

For many important meetings (such as client meetings) - you need to prepare to make sure the meeting will be a success. Use Tallyfy blueprints to ensure that you go through the right process in your team to prep for it. This gives you the highest chance of making the meeting a success.

Note: This Zapier integration launches a process with a fixed blueprint on Tallyfy, when some fixed text is present in your Google Calendar event description

How this Google Calendar - Tallyfy integration works

1. You create a Google Calendar event with #prep-required in the event description.
2. Tallyfy launches a process, using the blueprint you specify.

Apps involved

• Google Calendar
• Tallyfy

Slack is great for chat. It's not that great when there's actual actions to be done in your chat. This simple integration will watch for some text on a Slack message like #tallyfy and create a one-off task in Tallyfy. You can feel safe in the knowledge that no important to-do will just slip into a giant mess of chat on Slack.

Note: this integration needs you to specify which channel on Slack to watch

How this Tallyfy - Slack integration works

1. Listen for some special text on a Slack message
2. When that text is found - create a new task in Tallyfy, using the message as a task title

Apps involved

• Slack
• Tallyfy

When you submit a form, it doesn't just end there. You need to handle the next steps after submission - like doing a bunch of steps, running through an approval workflow, etc. Most form apps lack this functionality. This integration lets you launch a Tallyfy process to do all the steps necessary after a form is submitted. Go from submit-and-pray to submit-and-track with Tallyfy!

Note: this integration also lets you pipe through values in the form through to Tallyfy kick off fields

How this Tallyfy - Typeform integration works

1. A form is submitted on Typeform
2. The process after submission is launched on Tallyfy

Apps involved

• Typeform
• Tallyfy

People get tons of email. Most of the time, emails are fairly routine-e.g. approval requests, workflows, etc- that have to go through a pre-set system. This integration lets you watch incoming emails in your Gmail, and when a search criterion is matched (like the subject contains "Request proposal"), it automatically starts a Tallyfy process using a specific blueprint (like "Send sales proposal").

How this Gmail - Tallyfy integration works

1. An email comes in to your Gmail matching some search criteria (which you specify).
2. Tallyfy starts a process automatically.

Apps involved

• Gmail
• Tallyfy

Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.

If you collect data as rows on a Google Sheet, you often have to run a repeatable process or approval workflow after the row has been added. This integration does exactly that - it launches a Tallyfy process when a new row is added or updated to a Google Sheet.

Note: You can also pipe in the values in the columns on your new row into Tallyfy - as kick off fields!

How this Google Sheet - Tallyfy integration works

1. A new row is added to a Google Sheet.
2. Launch process on Tallyfy.

Apps involved

• Google Sheets
• Tallyfy