Do More With Tallyfy
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Launch Tallyfy processes for new events matching a search in Google Calendar
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
- You create a Google Calendar event with #prep-required in the event description.
- Tallyfy launches a process, using the blueprint you specify.
- Google Calendar
Create tasks in Tallyfy when messages are posted to a Slack Channel
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
- Listen for some special text on a Slack message
- When that text is found - create a new task in Tallyfy, using the message as a task title
Launch Tallyfy processes when Typeform entries are submitted
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
- A form is submitted on Typeform
- The process after submission is launched on Tallyfy
Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]
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
- An email comes in to your Gmail matching some search criteria (which you specify).
- Tallyfy starts a process automatically.
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.
Launch processes on Tallyfy when new rows are added to Google Sheets
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
- A new row is added to a Google Sheet.
- Launch process on Tallyfy.
- Google Sheets
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Launched on Zapier May 17, 2018
Zapier combines Triggers (like "New Subscriber") and Actions (like "Mark Process Task Complete") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Tallyfy Triggers, Searches, and Actions are supported by Zapier:
Mark process task complete.
Creates a standalone task.
Launch a new process using a blueprint.