Process Plan + Tally

Initiate Process Plan processes for new Tally submissions

Streamline your Tally submissions management and boost your productivity with this seamless workflow. When you receive a new submission in Tally, it instantly initiates a process in the Process Plan app, enabling an organized and efficient approach to handling your data. Save valuable time and enhance your efficiency by effortlessly integrating these essential tasks.

When this happens...
New Submission
Triggers when a new form submission is received.
TriggerInstant
automatically do this!
Start a Process Task
Starts a Process Task out of order. Use with caution.
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Supported triggers and actions

- Select a formRequired
Trigger
Instant
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- Process TemplateRequired
Trigger
Instant
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- Process TemplateRequired
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
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- Process TemplateRequired
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
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- Process TemplateRequired
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
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- Process TemplateRequired
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process Template IDRequired
- Process InstanceRequired
Action
Write

- Process Template IDRequired
- Select the Task to CompleteRequired
- Task ResponseRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
Action
Write

- Process TemplateRequired
- When This Field Is UpdatedRequired
Trigger
Instant
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- Process TemplateRequired
Trigger
Instant
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- Process TemplateRequired
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
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- Process TemplateRequired
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
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- Process TemplateRequired
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to CancelRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to StartRequired
- Process InstanceRequired
Action
Write
- Process TemplateRequired
Action
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About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!