![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/tallyfy.png)
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
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/tallyfy.png)
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.
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/tallyfy.png)
Create tasks in Tallyfy as tasks are initiated in Wealthbox CRM
Wealthbox CRM + Tallyfy
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
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
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-in-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-in-public.nimbuspop.com/flow-apps/tallyfy.png)
Create task
Creates a new task
![](https://flow-in-public.nimbuspop.com/flow-apps/tallyfy.png)
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.
Similar apps
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 >