Integrate LionDesk with Tallyfy

Send information between LionDesk and Tallyfy automatically, without writing any code, using Zoho Flow.

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Create tasks in Tallyfy as tasks are initiated in LionDesk

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Tallyfy every time a new task is added in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in Tallyfy.
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Create tasks in Tallyfy as tasks are initiated in LionDesk

LionDesk + Tallyfy

Build your own integrations between LionDesk and Tallyfy

Connect LionDesk and Tallyfy with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LionDesk and Tallyfy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create event

Creates a new event

Create task

Creates a new task

Create contact

Creates a new contact

Fetch contact

Fetches an existing contact

Create task

Creates a new task

Start process

Starts a new process using a template

What is LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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.

Build comprehensive workflows using

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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