Agendor + Tallyfy Integration

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Popular Agendor + Tallyfy Workflows

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Agendor + Tallyfy Integration

Create Tallyfy task for new Agendor contact

Agendor and Tallyfy are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Agendor, do you also create a task in Tallyfy? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Agendor + Tallyfy Integration

Create Tallyfy task for new Agendor task

Agendor provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agendor. Tallyfy is a great tool for this.

All you need to do is - integrate Tallyfy with Agendor to create task in Tallyfy automatically when certain task occur in Agendor. This can save you time by not having to manually create tasks in both systems.
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Agendor + Tallyfy Integration

Create Tallyfy task for new Agendor deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Tallyfy to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agendor? Well now there is!

With our integration between Agendor and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a deal is created in Agendor, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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Agendor + Tallyfy Integration
1.
  • Agendor
    Person is created in Agendor Instant
  • Agendor
    Person is updated in Agendor Instant
  • Agendor
    Deal is won in Agendor Instant
  • Agendor
    Deal stage is changed in Agendor Instant
  • Agendor
    Deal is updated in Agendor Instant
  • Agendor
    Deal is created in Agendor Instant
  • Agendor
    Deal is lost in Agendor Instant
  • Agendor
    Task is created in Agendor Instant
  • Agendor
    Organization is created in Agendor Instant
  • Agendor
    Organization is updated in Agendor Instant
2.
  • Agendor
    Create person in Agendor
  • Agendor
    Update person in Agendor
  • Agendor
    Get person by id in Agendor
  • Agendor
    Search person in Agendor
  • Agendor
    Update deal status in Agendor
  • Agendor
    Update deal stage in Agendor
  • Agendor
    Update deal in Agendor
  • Agendor
    Get deal by id in Agendor
  • Agendor
    Search deal in Agendor
  • Agendor
    Create task in Agendor
  • Agendor
    Update organization in Agendor
  • Agendor
    Create organization in Agendor
  • Agendor
    Get organization by id in Agendor
  • Agendor
    Search organization in Agendor
  • Tallyfy
    Create task in Tallyfy
  • Tallyfy
    Update task in Tallyfy
  • Tallyfy
    Mark task as completed in Tallyfy
  • Tallyfy
    Add comment to task in Tallyfy
  • Tallyfy
    Add comment to step in Tallyfy
  • Tallyfy
    Search user in org in Tallyfy
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