![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/tallyfy.png)
Integrate Agile CRM with Tallyfy
Send information between Agile CRM and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/tallyfy.png)
Set up a new task in Tallyfy whenever a new task is initiated in Agile CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Tallyfy each time a new task is created in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in Tallyfy.
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
![](https://flow-public.nimbuspop.com/flow-apps/tallyfy.png)
Set up a new task in Tallyfy whenever a new task is initiated in Agile CRM
Agile CRM + Tallyfy
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Agile CRM and Tallyfy
Connect Agile CRM and Tallyfy with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Agile CRM and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Ticket
Triggers when a new ticket is created
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add note to contact
Adds a note to an existing contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Deal
Creates a new deal
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Task
Creates a task for the selected contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Ticket
Creates a new ticket
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Add note to deal
Adds a note to an existing deal
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Company
Creates a new company
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Update Company
Updates the details of an existing Company based on company ID
![](https://flow-public.nimbuspop.com/flow-apps/agile_crm.png)
Update Task
Updates the details of an existing Task based on task ID
![](https://flow-public.nimbuspop.com/flow-apps/tallyfy.png)
Start process
Starts a new process using a template
![](https://flow-public.nimbuspop.com/flow-apps/tallyfy.png)
Create task
Creates a new task
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is Tallyfy?
Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.
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