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Tallyfy
Tallyfy
1. Choose trigger event
Teamwork
Teamwork
2. Choose action
1. Select the event
Setup
Test
Tallyfy
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Process Launched (Instant)" from Tallyfy.
Add your action
An action happens after the trigger—such as "Add Task List From Template" in Teamwork.
You’re connected!
Zapier seamlessly connects Tallyfy and Teamwork, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Process Launched (Instant)
Instantly triggers when a new process (run) is launched, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Process Launched" trigger.
Instantly triggers when a task is assigned, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Task Assigned To Me" trigger.
Instantly triggers when a task is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "Task Completed" trigger.
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Color
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Expense
Required
Description
Date
Required
Cost
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
File
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Invoice No./ID
Required
PO Number
Description
Issue Date
Required
Fixed Price
Currency
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Link
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Title
Required
Body
Required
Category
Attach Existing File
Attach New File
File Name for New File
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Post as Another User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Milestone
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Parent Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Title
Required
Description
Content
Required
Category
Send Notification to Self
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Parent Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Add Selected Users to this Project
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User
Required
Status
Required
Notify Everyone in Owner Company?
Who should be notified?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Task List
Required
Content
Required
Description
StartDate
DueDate
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Start Date and Time
Required
Duration Hours
Required
Duration Minutes
Required
Description
Who?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Task List
Content
Description
StartDate
DueDate
Who is responsible?
Notify
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
Allow Update to Completed Task
Fire Webhooks after Update
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Workflow ID
Required
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Project
Required
Color
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
File
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Link
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Required
Title
Required
Body
Required
Category
Attach Existing File
Attach New File
File Name for New File
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Post as Another User
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Required
Title
Required
Description
When is this due?
Required
Who is responsible?
Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Title
Required
Project
Required
Description
Content
Required
Category
Send Notification to Self
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
StartDate
EndDate
Category
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Task List
Task
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Required
Task List
Required
Content
Required
Description
StartDate
DueDate
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
Workflow
Stage
Tags
Attach Existing File
Attach New File
File Name for New File
Desk Ticket ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Process Completed (Instant)
Instantly triggers when a process (run) is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use a polling trigger.
Instantly triggers when a comment is added or an issue is raised or resolved on a task, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Comment Or Issue On Task" trigger.
Create a new record or update an existing record in your app.
Name
Required
Color
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Website
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Parent Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
File Name
Required
File
Required
Display Name
Description
CategoryName
Private
Notify
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Parent Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Title
Required
Description
Link
Required
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Parent Category
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Message
Required
Body
Required
Who should be notified?
Post as Another User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Title
Required
Description
When is this due?
Required
Who is responsible?
Required
Notify
Private to Owner Company?
Who can see it?
Reminder
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Notebook
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company
Required
FirstName
Required
LastName
Required
Email
Required
UserType
Required
PrivateNotes
SendInvite
SendInviteWithMessage
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
StartDate
EndDate
Category
Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workflow ID
Required
Name
Required
Color
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Task List
Task
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Name
Required
Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Task List
Task
Required
Start Date and Time
Required
Duration Hours
Required
Duration Minutes
Required
Description
Who?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search For
Required
Title
Required
Description
All Day
Start
Required
End
Required
Where
Attendees
Event Type
Privacy Type
Required
Show as Busy
Project
Notify All Attendees
Who should be notified?
Attendees Can Edit
Project Users Can Edit
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Name
Required
Website
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Required
File Name
Required
File
Required
Display Name
Description
CategoryName
Private
Notify
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Title
Required
Project
Required
Description
Link
Required
Open in New Window?
Width
Height
Category
Who should be notified?
Private to Owner Company?
Who can see it?
Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Milestone
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Notebook
Required
Add Comment
Required
ContentType
Author
Attach File
Who should be notified?
Private to Owner Company?
Who can see it?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Company
Required
FirstName
Required
LastName
Required
Email
Required
UserType
Required
PrivateNotes
SendInvite
SendInviteWithMessage
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Workflow ID
Required
Search For
Required
Color
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Project
Required
Description
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search For
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Tallyfy and Teamwork with AI agents and code
Beyond Zap workflows. Call Tallyfy and Teamwork actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Tallyfy and Teamwork actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Comment
Add Task List From Template
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Connect Tallyfy and Teamwork to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your Tallyfy to Teamwork integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
