Integrate Salesflare with Tallyfy

Send information between Salesflare and Tallyfy automatically, without writing any code, using Zoho Flow.

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Create a new task in Tallyfy each time a new task is created in Salesflare

Facilitate better time management by automating routine task scheduling. This flow will create a new task in Tallyfy when a new task is created in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Tallyfy.
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Create a new task in Tallyfy each time a new task is created in Salesflare

Salesflare + Tallyfy

Build your own integrations between Salesflare and Tallyfy

Connect Salesflare 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 Salesflare and Tallyfy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New task

Triggers when a new task is created

New account

Triggers when a new account is created

New opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create call

Creates a new call

Create account

Creates a new account

Create contact

Creates a new contact

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Create meeting

Creates a new meeting

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch user

Fetches a user by ID, name, or email

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch person

Fetches a person by ID, name, or email

Fetch account

Fetches an account by ID, name, domain, or tags

Start process

Starts a new process using a template

Create task

Creates a new task

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

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.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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