Tallyfy + Printavo Integration

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Printavo + Tallyfy Integration

Create Tallyfy task for new Printavo customer

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

When you create a customer in Printavo, 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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Printavo + Tallyfy Integration

Create Tallyfy task for new Printavo task

Printavo 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 Printavo. Tallyfy is a great tool for this.

All you need to do is - integrate Tallyfy with Printavo to create task in Tallyfy automatically when certain task occur in Printavo. This can save you time by not having to manually create tasks in both systems.
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Tallyfy + Printavo Integration
1.
  • Printavo
    Customer is created in Printavo
  • Printavo
    Quote/Invoice is created in Printavo
  • Printavo
    Quote/Invoice is updated in Printavo
  • Printavo
    Invoice status is created in Printavo
  • Printavo
    Task is created in Printavo
  • Printavo
    Payment is created in Printavo
  • Printavo
    Inquiry is created in Printavo
  • Printavo
    Payment term is created in Printavo
  • Printavo
    User is created in Printavo
  • Printavo
    Expense is created in Printavo
  • Printavo
    Category is created in Printavo
2.
  • Tallyfy
    Create task in Tallyfy
  • Tallyfy
    Update a task in Tallyfy
  • Tallyfy
    Mark task as completed in Tallyfy
  • Tallyfy
    Add a comment to a task in Tallyfy
  • Tallyfy
    Add a comment to a step in Tallyfy
  • Tallyfy
    Search user in org in Tallyfy
  • Printavo
    Create customer in Printavo
  • Printavo
    Search customer in Printavo
  • Printavo
    Create task in Printavo
  • Printavo
    Create inquiry in Printavo
  • Printavo
    Update invoice status in Printavo
  • Printavo
    Search Quote/Invoice in Printavo
  • Printavo
    Create invoice in Printavo
  • Printavo
    Create payment in Printavo
  • Printavo
    Create expense in Printavo
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