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").
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").
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this!Launch Process
Launch a new process using a templates.
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