Tallyfy and Salesflare

Task Management tallyfy.com ↗

How to connect Tallyfy

Via Zapier — 91 operations available. Set it up ↗
Via Make — 15 modules available. Set it up ↗

What you can automate

When new Task Assigned (Instant) in Tallyfy, create task in Salesflare.
When new Comment or Issue on a Task (Instant) in Tallyfy, create internal note in Salesflare.
When task Completed (Instant) in Tallyfy, create task in Salesflare.
When new Task Assigned to Me in Tallyfy, create task in Salesflare.
When new Comment or Issue on Task in Tallyfy, create internal note in Salesflare.
When task Completed in Tallyfy, create task in Salesflare.

About Tallyfy

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

Tallyfy operations on Zapier

Triggers (9)

Start a workflow when this happens

New Comment or Issue on Task — Triggers when a comment or issue thread is added to a watched task. De-duplicates by thread ID.
New Comment or Issue on a Task (Instant) — 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.
New Process Launched — Triggers when a new process (run) is launched. Polls newest first and de-duplicates by process ID.
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.
New Task Assigned (Instant) — 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.

Show 4 more triggers

New Task Assigned to Me — Triggers when a new active task is assigned to the connected user. De-duplicates by task ID.
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.
Task Completed — Triggers when a task is completed. Polls completed tasks and de-duplicates by task ID.
Task Completed (Instant) — 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.

Actions (54)

Things Salesflare can make it do

Add Comment — Add a new comment or issue to a task.
Add Form Field (Template) — Add a form field (capture) to a template step.
Add Kickoff Field — Add a field to a template kickoff (prerun) form. The template is fetched, the prerun array is appended, and the template is saved.
Add to Folder — Put a template or process into a folder.
Archive Process — Archive a process (hidden and restorable, not deleted).

Show 49 more actions

Change Task Assignees — Change the assignees of any task.
Change Task Deadline — Change the deadline of any task.
Change User Role — Change a member organization role.
Clone Template — Duplicate a template under a new name.
Complete Kickoff Form — Mark a process kickoff (prerun) form as submitted.
Complete Process — Complete Process
Complete Task — Complete a task in a process.
Create Folder — Create a folder (optional parent for nesting).
Create Group — Create a new group for task assignment
Create Guest — Create a new guest user (external participant)
Create Tag — Create a tag (title plus optional hex color).
Create Task — Creates a standalone task.
Create Template — Create a new workflow template
Delete Comment — Delete a task comment (irreversible).
Delete Folder — Delete a folder (contents are moved out, not deleted).
Delete Form Field (Template) — Delete a form field from a template step.
Delete Group — Permanently delete a group.
Delete Kickoff Field — Delete a kickoff (prerun) field permanently.
Delete Tag — Permanently delete a tag.
Delete Template — Permanently delete a template (irreversible).
Disable Guest — Block a guest organization access.
Disable User — Deactivate a member account.
Enable Guest — Re-enable a disabled guest.
Enable User — Reactivate a disabled member.
Invite Member — Invite a new member to the organization with specified role
Launch Process — Launch a new process using a template.
Move Form Field (Template) — Move a form field to another step with position control.
Reactivate Process — Restore an archived process.
Remove From Folder — Remove an object from a folder via the folder-object relation ID.
Reopen Kickoff Form — Reopen a submitted kickoff (prerun) form for edits.
Reopen Task — Reopen a completed task. For a process task provide the Process ID; for a one-off task leave it blank.
Reorder Kickoff Fields — Reorder kickoff (prerun) fields. Provide the field IDs in the desired order. The template is fetched, positions are written, and the template is saved.
Search for Guest — Search for guest by email, create if not found
Tag Process — Attach a tag to a running process.
Tag Template — Attach a tag to a template.
Untag Process — Remove a tag from a running process. The tag association is resolved automatically.
Untag Template — Remove a tag from a template. The tag association is resolved automatically.
Update Comment — Edit an existing task comment.
Update Dropdown Options — Replace the full options list on a choice field. The current field payload is fetched and merged first.
Update Folder — Rename or re-parent a folder.
Update Form Field (Template) — Update a form field label, guidance, required flag or position on a template step. The field type is immutable.
Update Form Field Value — Update the value of a form field in a task or process
Update Group — Update a group name, description or membership. The full group is fetched and merged first.
Update Guest — Update guest details (name, phone, company).
Update Kickoff Field — Update a kickoff (prerun) field by its ID. The template is fetched, the matching prerun field is merged, and the template is saved.
Update Process — Update a process name, summary or starred status.
Update Tag — Update a tag title or color.
Update Task Properties — Comprehensively update task properties including assignees, deadline, type, and settings
Update Template — Update template metadata (title, summary, guidance, public flag, auto naming).

Searches (28)

Look up existing records

Find Process Task — Find a process task on Tallyfy process.
Find Resource ID — Find the ID of a resource by name or search term
Get Current User — Get the authenticated user profile.
Get Dropdown Options — Read the current options of a choice-type form field on a step.
Get Group — Read a single group by its ID.

Show 23 more searches

Get Kickoff Fields — List a template kickoff (prerun) form fields.
Get One-Off Task — Read a standalone (one-off) task by its ID.
Get Organization — Read organization details.
Get Process — Get one process (run) by its ID.
Get Task — Read one task inside a process (run).
Get Template — Get a single template by its ID.
Get User — Read a single member by numeric ID.
Global Search — Search across all Tallyfy resources (templates, processes, tasks, etc.)
List Groups — List all groups in the organization.
List Guest Tasks — List tasks assigned to a guest.
List Guests — List guests in the organization.
List My Tasks — List tasks assigned to the connected user.
List Process Folders — List process (run) folders.
List Process Tasks — List all tasks in one process (run).
List Processes — List processes (runs). Optional status, template and tag filters.
List Tags — List tags in the organization.
List Task Comments — Read all comments and threads on a task (via its process).
List Template Folders — List template folders.
List Template Steps — List all steps of a template in order.
List Templates — List templates in the organization.
List User Tasks — List tasks assigned to a specific member.
List Users — List members of the organization.
Search for Guest — Search for an existing guest by email, with optional creation if not found.