Dotloop + Tallyfy Integration

Connect Dotloop to Tallyfy in 1 click

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Dotloop + Tallyfy Integration

Create Tallyfy task for new Dotloop loop

Imagine this scenario: you've just negotiated a great loop 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 loop goes through. Wouldn't it be great if there was an easy way to do that right from within Dotloop? Well now there is!

With our integration between Dotloop and Tallyfy, creating task in Tallyfy is now easier than ever. Whenever a loop is created in Dotloop, you can automatically create a corresponding task in Tallyfy to keep your team up-to-date.
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Dotloop + Tallyfy Integration
1.
  • Dotloop
    Loop is created in Dotloop
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • 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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Popular Alternative
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

Integrate Dotloop & Tallyfy In 1 Click
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