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Integrate Capsule CRM with Tallyfy
Send information between Capsule 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 Capsule CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Tallyfy whenever a new task is initiated in Capsule CRM.
How it works
- The flow triggers when a new open task is created in Capsule CRM.
- Zoho Flow creates a new task in Tallyfy.
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Create tasks in Tallyfy as tasks are initiated in Capsule CRM
Capsule CRM + Tallyfy
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Build your own integrations between Capsule CRM and Tallyfy
Connect Capsule CRM and Tallyfy with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Capsule CRM and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Person
Triggers when a new person is created on Capsule CRM
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New Task
Triggers when a new open task is created
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New User
Triggers when a new user is added
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New Case
Triggers when a new case is created
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New Opportunity
Triggers when a new opportunity is created
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New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
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Create Person
Creates a new person on Capsule CRM
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Create Case
Creates a new case
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Create Task
Creates a new task
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Create Opportunity
Creates a new opportunity
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Find person
Finds the details of the specified person by ID
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Start process
Starts a new process using a template
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Create task
Creates a new task
What is Capsule 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.
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