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
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.
Set up a new task in Tallyfy whenever a new task is initiated in Agile CRM
Agile CRM + Tallyfy
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Supported triggers and actions
Integrate Agile CRM and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
All Actions - Actions are the automated tasks
Create Task
Creates a task for the selected contact
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Create Deal
Creates a new deal
Create task
Creates a new task
Start process
Starts a new process using a template
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.
Similar apps
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.
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >