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Integrate Wealthbox CRM with Tallyfy
Send information between Wealthbox CRM and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create tasks in Tallyfy as tasks are initiated in Wealthbox CRM
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Tallyfy every time a new task is added in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Tallyfy.
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Create tasks in Tallyfy as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Tallyfy
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Build your own integrations between Wealthbox CRM and Tallyfy
Connect Wealthbox CRM and Tallyfy with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New event
Triggers when a new event is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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Completed task
Triggers when a task is completed
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New project
Triggers when a new project is created
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New contact
Triggers when a new contact is created
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New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
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Create note
Creates a new note
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Create event
Creates a new event
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Create task
Creates a new task
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Create contact
Creates a new contact
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Fetch contact
Fetches a contact by email
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Create task
Creates a new task
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Start process
Starts a new process using a template
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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