Integrate Bigin by Zoho CRM with Tallyfy
Send information between Bigin by Zoho CRM and Tallyfy automatically, without writing any code, using Zoho Flow.
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Create tasks in Tallyfy as tasks are initiated in Bigin by Zoho CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Tallyfy when a new task is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in Tallyfy.
Create tasks in Tallyfy as tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Tallyfy
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call is created
Task updated
Triggers when any detail of an existing task is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Contact created or updated
Triggers when a new contact is created or updated
Company updated
Triggers when any detail of an existing company is updated
Task created
Triggers when a new task is created
Note added
Triggers when a new note is added
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Product created
Triggers when a new product is created
Contact updated
Triggers when any detail of an existing contact is updated
Event created
Triggers when a new event is created
Event updated
Triggers when any detail of an existing event is updated
Company created
Triggers when a new company is created
Pipeline record created
Triggers when a new pipeline record is created
Call updated
Triggers when any detail of an existing call is updated
User added
Triggers when a new user is added
Product updated
Triggers when any detail of an existing product is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tag from record
Removes an existing tag from the specified record
Create event
Creates a new event
Send email
Sends an email to the specified contact
Create tag
Creates a new tag in the selected module
Create user
Creates a new user
Create call
Creates a new call
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update company
Creates a new company or updates the details of the company if it already exists
Create task
Creates a new task
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Update product
Updates the details of an existing product
Update user
Updates the existing user
Update call
Updates the details of an existing call
Update contact
Updates the details of an existing contact
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Add product to pipeline record
Adds a product to the selected pipeline record
Update task
Updates the details of an existing task
Update company
Updates the details of an existing company
Fetch event
Fetches the details of an existing event by title or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch user
Fetches the details of an existing user by email address or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch task
Fetches the details of an existing task by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Start process
Starts a new process using a template
Create task
Creates a new task
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.
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