Integrate LionDesk with Tallyfy
Send information between LionDesk and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new task is created in LionDesk.
- Zoho Flow creates a new task in Tallyfy.
Create tasks in Tallyfy as tasks are initiated in LionDesk
LionDesk + Tallyfy
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Supported triggers and actions
Integrate LionDesk 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 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
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create event
Creates a new event
Fetch contact
Fetches an existing contact
Start process
Starts a new process using a template
Create task
Creates a new task
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.
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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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