An automated workflow using integromat
Connects Gmail + Tallyfy
Create Tasks from e-mails in Tallyfy
About this workflow template
This automation scenario allows you to connect Gmail and Tallyfy
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Gmail and Tallyfy can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Gmail
Watch Emails in Gmail
Triggers when a new email is received to be processed according to specified criteria.
Then this action happens in Tallyfy
Create a Task in Tallyfy
Creates a task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Tasks from e-mails in Tallyfy.
Part I
Configure Applications
First, we need to connect Gmail and Tallyfy to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Connect Tallyfy to Make.com.
Give Make.com access to your Tallyfy account, using Tallyfy credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed according to specified criteria.).
Then set up an Action for Tallyfy
Choose this action: Create a Task (Creates a task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and Tallyfy.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Tasks from e-mails in Tallyfy!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapierNew labeled email
Triggers when you label an email.
triggerbyzapierNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Launch process
Launch a new process using a templates.
actionbyzapierpabbly-connectCreate task
Creates a standalone task.
actionbyzapierintegratelypabbly-connectCreate a task
Creates a task.
actionbyintegromatAdd comment
Add a new comment or issue to a task.
actionbyzapierpabbly-connectChange task assignees
Change the assignees of any task.
actionbyzapierpabbly-connectChange task deadline
Change the deadline of any task.
actionbyzapierpabbly-connect
Apps you need
Tallyfy is a modern workflow platform that digitizes manual business processes, automates workflows, and tracks all processes in real-time. With zero coding required, it easily integrates with other systems and supports conditional rules and branches.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
