Tallyfy Integrations

Name: Zapier
Availability: InStock

Put Tallyfy to work with AI and enterprise-grade automation

Automate smarter with Tallyfy and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Tally

Forms & Surveys

PandaDoc

Documents

HubSpot

Marketing Automation

Google Forms (Legacy)

Forms & Surveys, Google

123FormBuilder

Forms & Surveys

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Pipedrive

CRM (Customer Relationship Management)

MailerLite

Marketing Automation

Tally

Forms & Surveys

PandaDoc

Documents

HubSpot

Marketing Automation

Google Forms (Legacy)

Forms & Surveys, Google

123FormBuilder

Forms & Surveys

Jotform

Forms & Surveys

Tally

Forms & Surveys

PandaDoc

Documents

HubSpot

Marketing Automation

Google Forms (Legacy)

Forms & Surveys, Google

123FormBuilder

Forms & Surveys

Jotform

Forms & Surveys

Google Forms

Forms & Surveys, Google

Pipedrive

CRM (Customer Relationship Management)

MailerLite

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Launch processes in Tallyfy on a recurring schedule
Details
Try it
Schedule by Zapier + Tallyfy
Launch a custom follow-up process for new QuickBooks estimates
Premium
Details
Try it
QuickBooks Online + Tallyfy
Launch Tallyfy processes for new events matching a search in Google Calendar
Details
Try it
Google Calendar + Tallyfy
Create tasks in Tallyfy when messages are posted to a Slack Channel
Details
Try it
Slack + Tallyfy
Launch Tallyfy processes when Typeform entries are submitted
Details
Try it
Typeform + Tallyfy
Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]
Details
Try it
Gmail + Tallyfy

Launch processes in Tallyfy on a recurring schedule

Details

Try it

Schedule by Zapier + Tallyfy

Launch a custom follow-up process for new QuickBooks estimates

Details

Try it

QuickBooks Online + Tallyfy

Launch Tallyfy processes for new events matching a search in Google Calendar

Details

Try it

Google Calendar + Tallyfy

Create tasks in Tallyfy when messages are posted to a Slack Channel

Details

Try it

Slack + Tallyfy

Launch Tallyfy processes when Typeform entries are submitted

Details

Try it

Typeform + Tallyfy

Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]

Details

Try it

Gmail + Tallyfy

Launch processes on Tallyfy when new rows are added to Google Sheets

Details

Try it

Google Sheets + Tallyfy

Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM

Details

Try it

Microsoft Dynamics 365 CRM + Tallyfy

Start Tallyfy process when an email in Outlook arrives matching specific search criteria

Details

Try it

Microsoft Office 365 + Tallyfy

Start processes in Tallyfy from new leads in Salesforce

Details

Try it

Salesforce + Tallyfy

Start processes in Tallyfy from opportunity status changes in Salesforce

Details

Try it

Salesforce + Tallyfy

Start Tallyfy processes when Google Forms are submitted

Details

Try it

Google Forms + Tallyfy

Launch processes on Tallyfy when new rows are added to Google Sheets
Details
Try it
Google Sheets + Tallyfy
Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + Tallyfy
Start Tallyfy process when an email in Outlook arrives matching specific search criteria
Details
Try it
Microsoft Office 365 + Tallyfy
Start processes in Tallyfy from new leads in Salesforce
Premium
Details
Try it
Salesforce + Tallyfy
Start processes in Tallyfy from opportunity status changes in Salesforce
Premium
Details
Try it
Salesforce + Tallyfy
Start Tallyfy processes when Google Forms are submitted
Details
Try it
Google Forms + Tallyfy

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

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

Tallyfy Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Tallyfy

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

HelpHelp

Related categories

Task Management

Tallyfy Integrations

Put Tallyfy to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Launch processes in Tallyfy on a recurring schedule

Launch a custom follow-up process for new QuickBooks estimates

Launch Tallyfy processes for new events matching a search in Google Calendar

Create tasks in Tallyfy when messages are posted to a Slack Channel

Launch Tallyfy processes when Typeform entries are submitted

Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]

Launch processes in Tallyfy on a recurring schedule

Launch a custom follow-up process for new QuickBooks estimates

Launch Tallyfy processes for new events matching a search in Google Calendar

Create tasks in Tallyfy when messages are posted to a Slack Channel

Launch Tallyfy processes when Typeform entries are submitted

Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]

Launch processes on Tallyfy when new rows are added to Google Sheets

Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM

Start Tallyfy process when an email in Outlook arrives matching specific search criteria

Start processes in Tallyfy from new leads in Salesforce

Start processes in Tallyfy from opportunity status changes in Salesforce

Start Tallyfy processes when Google Forms are submitted

Launch processes on Tallyfy when new rows are added to Google Sheets

Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM

Start Tallyfy process when an email in Outlook arrives matching specific search criteria

Start processes in Tallyfy from new leads in Salesforce

Start processes in Tallyfy from opportunity status changes in Salesforce

Start Tallyfy processes when Google Forms are submitted

Supported triggers and actions

Tallyfy Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Tallyfy Integrations

Popular Tallyfy Integrations

Tallyfy Integrations

Put Tallyfy to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch processes in Tallyfy on a recurring schedule

Launch a custom follow-up process for new QuickBooks estimates

Launch Tallyfy processes for new events matching a search in Google Calendar

Create tasks in Tallyfy when messages are posted to a Slack Channel

Launch Tallyfy processes when Typeform entries are submitted

Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]

Launch processes in Tallyfy on a recurring schedule

Launch a custom follow-up process for new QuickBooks estimates

Launch Tallyfy processes for new events matching a search in Google Calendar

Create tasks in Tallyfy when messages are posted to a Slack Channel

Launch Tallyfy processes when Typeform entries are submitted

Start Tallyfy processes when email comes in matching search criteria [Business Gmail Accounts Only]

Launch processes on Tallyfy when new rows are added to Google Sheets

Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM

Start Tallyfy process when an email in Outlook arrives matching specific search criteria

Start processes in Tallyfy from new leads in Salesforce

Start processes in Tallyfy from opportunity status changes in Salesforce

Start Tallyfy processes when Google Forms are submitted

Launch processes on Tallyfy when new rows are added to Google Sheets

Start processes on Tallyfy when new leads are entered in Microsoft Dynamics CRM

Start Tallyfy process when an email in Outlook arrives matching specific search criteria

Start processes in Tallyfy from new leads in Salesforce

Start processes in Tallyfy from opportunity status changes in Salesforce

Start Tallyfy processes when Google Forms are submitted

Tallyfy Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Tallyfy Integrations

Popular Tallyfy Integrations

Connect Your App Accounts to Zapier