Integrate Clientify with Tallyfy
Send information between Clientify and Tallyfy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Tallyfy each time a new task is created in Clientify
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Tallyfy whenever a new task is initiated in Clientify.
How it works
- The flow triggers when a new task is created in Clientify.
- Zoho Flow creates a new task in Tallyfy.
Create a new task in Tallyfy each time a new task is created in Clientify
Clientify + Tallyfy
Build your own integrations between Clientify and Tallyfy
Connect Clientify and Tallyfy with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Clientify and Tallyfy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new task
Create contact
Creates a new contact
Fetch task
Fetches the details of an existing task using ID
Fetch company
Fetches the details of an existing company using ID
Fetch user
Fetches the details of an existing user using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch deal
Fetches the details of an existing deal using ID
Create task
Creates a new task
Start process
Starts a new process using a template
What is Clientify?
Clientify is a marketing and sales automation platform aimed at growing businesses. It provides marketing tools such as email marketing, social media management, chatbots, and more.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real time.
Karine McGraw
Deputy Director, Punta Galea
The speed of communication provided by Zoho Flow automations resulted in a greater promptness in contacting leads, and increased the likelihood of lead conversion.
Luis Carlos Palacios Moreno
Deputy Director, Revenue Ranch
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Revenue Ranch
