PandaDoc + Tallyfy Integration

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

Leverage PandaDoc automations to simplify document sharing, feedback collection, and content creation. Make use of Tallyfy automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s PandaDoc + Tallyfy integration.

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Ready Workflows For PandaDoc + Tallyfy Integration

Just click on the workflow you want to automate

Create Tallyfy task for new PandaDoc document

PandaDoc + Tallyfy Integration

Activate

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Create Your Own PandaDoc & Tallyfy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Document is completed in PandaDoc
Triggers the automation whenever a particular document is completed
Document is drafted in PandaDoc
Triggers the automation whenever a new document is saved as draft
Document is approved in PandaDoc
Triggers the automation whenever a document is approved
Document is paid in PandaDoc
Triggers the automation whenever a document is paid
Document is sent in PandaDoc
Triggers the automation whenever a document is sent to the recipient
Document is viewed in PandaDoc
Triggers the automation whenever a document is viewed
Document is declined in PandaDoc
Triggers the automation whenever a document is not approved
Document is rejected in PandaDoc
Triggers the automation whenever a document is not approved

Create document in PandaDoc
Automatically generates a new document
Send document in PandaDoc
Automatically sends a particular document to a designated recipient
Create task in Tallyfy
Automatically creates a new task
Update task in Tallyfy
Automatically updates the task with new information or changes
Mark task as completed in Tallyfy
Automatically marks the task as completed
Add comment to task in Tallyfy
Automatically adds a comment to a task
Add comment to step in Tallyfy
Automatically adds a comment to a step in the workflow
Search user in org in Tallyfy
Automatically searches for a user in an organization

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

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

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect PandaDoc or Tallyfy With 1200+ Other Apps

PandaDoc is a sales software platform that allows you to track, manage and close deals from start to finish. Connect your Gmail account and create, send, track and eSign documents from anywhere in the world.

See PandaDoc Integrations

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