Connect Tallyfy and Zapier Chrome extension to unlock the power of automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Tallyfy with Zapier Chrome extension - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Process Started (Instant)" from Tallyfy.

Add your action

An action happens after the trigger—such as "Reply to Chrome" in Zapier Chrome extension.

You’re connected!

Zapier seamlessly connects Tallyfy and Zapier Chrome extension, 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.

Process Started (Instant)
Triggers instantly when a new process is launched
Trigger
Instant
Try It
- Action
  Required
- Process
- Task
  Required
- Comment
  Required
Action
Write
- Process
- Task
  Required
- Value
Action
Write
- Group Name
  Required
- Description
- Member User IDs
- Guest Emails
Action
Write
- Email Address
  Required
- First Name
  Required
- Last Name
  Required
- Member Role
  Required
- Invitation Message
Action
Write

- Task Name
  Required
- Description
- Owners
  Required
- Guest
- Deadline
  Required
Action
Write
- Context Type
  Required
- Context ID
  Required
- Form Field ID
  Required
- Field Value
  Required
- Update as Guest
- Guest Email
Action
Write

- Template
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Search Query
  Required
- Search In
- Results Limit
Action
Search
- Instructions
- Input Fields (Optional)
Trigger
Instant
Try It

Task Completed (Instant)
Triggers instantly when a task is completed
Trigger
Instant
Try It
- Action
  Required
- Process
- Task
  Required
Action
Write
- Template Title
  Required
- Template Type
  Required
- Summary
- Folder ID
- Tags
- Make Public
Action
Write
- Email Address
  Required
- First Name
- Last Name
Action
Write
- Process
  Required
- Task
  Required
Action
Write
- Template
  Required
- Process Name
  Required
- Process Notes
Action
Write
- Task ID
  Required
- Task Title
  Required
- Deadline
  Required
- Task Type
- Summary
- Assign Users
- Assign Guests
- Assign Groups
- Max Assignable
- Everyone Must Complete
- Prevent Guest Comments
- Top Secret
Action
Write
- Resource Type
  Required
- Search Term
  Required
- Context ID
- Exact Match
Action
Search
- Template
  Required
- Search By
  Required
- Search Value
  Required
- Process
  Required
- Task
  Required
Action
Search or write
- Message Title
  Required
- Message Details
  Required
Action
Write

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Tallyfy and Zapier Chrome extension 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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 Zapier Chrome extension integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Tallyfy

Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

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Related categories

Task Management

About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.

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