Tallyfy + Apptivo Integration

Connect Tallyfy to Apptivo - Automate your workflows in 1-click

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Ready workflows for Tallyfy + Apptivo Integration

Just click on the workflow you want to automate

Create Tallyfy task for new Apptivo contact

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

When you create a contact in Apptivo, 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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Create Tallyfy task for updated Apptivo contact

Apptivo + Tallyfy Integration

Activate

When Lead is created in Apptivo > Check any condition > Create task in Tallyfy

Apptivo + Tallyfy Integration

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Didn’t find what you were looking for?

Create Your Own Tallyfy & Apptivo Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Tallyfy & Apptivo

Create Automation

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Case is created in Apptivo Instant
Case is updated in Apptivo Instant
Case is deleted in Apptivo Instant
Contact is created in Apptivo Instant
Contact is updated in Apptivo Instant
Opportunity is created in Apptivo Instant
Opportunity is updated in Apptivo Instant
Opportunity is deleted in Apptivo Instant
Customer is created in Apptivo Instant
Customer is updated in Apptivo Instant
Customer is deleted in Apptivo Instant
Contact is deleted in Apptivo Instant
Project is created in Apptivo Instant
Project is updated in Apptivo Instant
Project is deleted in Apptivo Instant
Lead is created in Apptivo Instant
Lead is updated in Apptivo Instant
Lead is deleted in Apptivo Instant

Create task in Tallyfy
Update a task in Tallyfy
Mark task as completed in Tallyfy
Add a comment to a task in Tallyfy
Add a comment to a step in Tallyfy
Search user in org in Tallyfy
Create contact in Apptivo
Search contact in Apptivo
Create lead in Apptivo
Search lead by email in Apptivo
Create customer in Apptivo
Create opportunity in Apptivo
Search customer by customer number in Apptivo
Search opportunity by name in Apptivo
Search case by Email in Apptivo

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Tallyfy & Apptivo In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Tallyfy & Apptivo with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Tallyfy or Apptivo With 1100+ Other Apps

Tallyfy is a platform that allows teams to organize, manage and collaborate on workflows. It aims to be the ultimate productivity tool to help you achieve your goals by managing all your processes in a single interface.

See Tallyfy Integrations

Apptivo is a comprehensive cloud suite for businesses, offering integrated CRM, project management, invoicing, and more. It helps you streamline operations, connect with your favorite services, and enjoy superior support.

See Apptivo Integrations