Tallyfy + Microsoft Office 365 Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Tallyfy and Microsoft Office 365, with as many as 18 possible integrations. Are you ready to find your productivity superpowers?
Start Tallyfy process when an email in Outlook arrives matching specific search criteria
People in companies of all sizes get tons of email. Most of the time, emails are fairly routine-e.g. approval requests, workflows, etc - which have to go through a pre-set business process. This integration lets you watch incoming emails in your Outlook, and when a given search criteria is matched (like the subject contains "Request proposal"), it automatically launches a Tallyfy process using a specific blueprint (like "Send sales proposal").
How this Outlook - Tallyfy integration works
- An email comes in to your Outlook matching some search criteria (which you specify).
- Tallyfy launches a process automatically.
- Outlook on Office365
Launch a Tallyfy processes when new events are added to your Outlook calendar
For many important meetings (such as client meetings) - you need to prepare to make sure the meeting will be a success. The answer is simple! Launch a Tallyfy process whenever any new Outlook calendar event matches specific criteria you set. No mistakes, no "I forgot" from anyone, and all the right tasks done by the right people - before the meeting starts.
Note - create your blueprint in Tallyfy first.
It's easy to connect Tallyfy + Microsoft Office 365 and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when you get a new email.
Creates a standalone task.
Triggers when a new contact is added.
Mark process task complete.
Triggers when an event is added to a calendar of your choice.
Launch a new process using a blueprint.
Triggers when an event is updated.
Create a contact in your Office 365 account.
Triggers when a new folder is added to Outlook.
Send an email from your Outlook account.
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