Smartsheet + Tallyfy Integration

Integrate Smartsheet to Tallyfy in one click, or tell Integrately AI how you want each row handled. Create Tallyfy tasks, update tracking rows, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet
  • 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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Ready Workflows Ready Workflows for Smartsheet + Tallyfy Integration

Create tasks from new rows, update processes as data changes, keep teams aligned, and trigger follow-up steps, all in just one click.

Most popular automationmost-popular-automations
Smartsheet + Tallyfy Integration

Create Tallyfy task for new Smartsheet row

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Tallyfy is to use this Smartsheet - Tallyfy integration. Using this integration, you can create a new task in Tallyfy that will be automatically populated with data from a new row in a Smartsheet.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Smartsheet + Tallyfy flow

Sync your workflow data with team chat, project boards, and cloud storage to keep every department informed. Pick a combination and activate it in one click.

Smartsheet
Tallyfy
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SlackSlack (8)
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TrelloTrello (8)
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Google DriveGoogle Drive (8)
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GmailGmail (8)
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Jira Software CloudJira Software Cloud (8)
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ZendeskZendesk (8)
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Add a Tallyfy task for every new Smartsheet row, and notify your team instantly in Slack
New Smartsheet rows instantly create tasks in Tallyfy while notifying your sales channel in Slack, removing manual data entry.
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When a Smartsheet row is updated, update the matching Tallyfy task and alert your team in Slack
Keep Tallyfy tasks synchronized with Smartsheet updates and broadcast changes to your team in Slack automatically.
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When a Smartsheet row marks work complete, mark the Tallyfy task as completed and notify your team in Slack
Close out Tallyfy tasks automatically when status rows change in Smartsheet, and announce the completion in Slack.
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Create a Tallyfy task for every Smartsheet comment added, and post the discussion update in Slack
Capture Smartsheet comment discussions directly in Tallyfy tasks and broadcast the activity in Slack instantly.
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If a Smartsheet row priority is high, create a Tallyfy task and alert the urgent channel in Slack
Route high-priority Smartsheet rows to Tallyfy immediately and dispatch urgent notifications to Slack.
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When an attachment is added in Smartsheet, add a comment to the Tallyfy task and notify Slack
Attach file references from Smartsheet rows directly into Tallyfy tasks and alert your team in Slack.
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Use Claude to summarise every new Smartsheet row, create a Tallyfy task, and post the brief in Slack
Leverage Claude to analyse Smartsheet row data before generating a Tallyfy task and posting the brief in Slack.
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Turn every new Smartsheet row into a Tallyfy task, create a Trello card, and announce it in Slack
Coordinate multi-platform task creation across Smartsheet, Tallyfy, and Trello with instant Slack announcements.

Supported triggers and actions for Smartsheet and Tallyfy

Mix and match to build the exact automation you need

Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
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Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
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Add discussion to row in Smartsheet
Adds a discussion thread to a row
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Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
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Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
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Send sheet in Smartsheet
Sends a sheet
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Create workspace in Smartsheet
Creates a new workspace
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Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
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Share workspace in Smartsheet
Shares a workspace
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Copy folder in Smartsheet
Duplicate a folder and all its contents
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Tallyfy
Tallyfy Triggers & Actions
No trigger is available
Create task in Tallyfy
Creates a new task
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Update task in Tallyfy
Updates the task with new information or changes
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Mark task as completed in Tallyfy
Marks the task as completed
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Add comment to task in Tallyfy
Adds a comment to a task
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Add comment to step in Tallyfy
Adds a comment to a step in the workflow
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Search user in org in Tallyfy
Searches for a user in an organization
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What can you automate with Smartsheet + Tallyfy?

Streamline your operational workflows by connecting Smartsheet data directly to Tallyfy task execution.

What you can automate?
Create Tallyfy tasks automatically from new Smartsheet rows
Instantly generate a task in Tallyfy the moment a new row is added in Smartsheet. Eliminate manual copying and keep operational workflows moving without delay.
📋
Capture every submitted field from your Smartsheet records
Map all available row details into your Tallyfy tasks instead of just basic titles. Ensure your team has complete contextual information for every job.
🔔
Notify the right team members as soon as work begins
Trigger instant alerts in your communication channels whenever a new Smartsheet row creates a Tallyfy task. Keep stakeholders informed without chasing updates.
🔀
Route tasks differently based on submitted row criteria
Apply conditional rules to send high-priority rows to urgent workflows while standard items follow normal processing queues.
🔄
Keep Tallyfy tasks updated when Smartsheet rows change
Synchronize modifications made in your Smartsheet sheets directly with active Tallyfy tasks. Prevent data discrepancies across your operational tools.
🛡️
Update existing records instead of creating duplicates
Search for matching task records before creating new ones in Tallyfy. Maintain clean operational lists without redundant entries.
Close tasks automatically when status rows change
Mark Tallyfy tasks as completed as soon as the corresponding row status in Smartsheet indicates finished work. Automate your administrative closure steps.
🔌
Extend your workflow automation to team chat apps
Connect Smartsheet and Tallyfy with Slack to broadcast task creation updates and keep execution teams aligned across tools.
And much more...

Who is Smartsheet + Tallyfy integration for?

Operations managers, project leads, and team coordinators use this integration to eliminate manual data entry, streamline task handoffs, and keep workflows synchronized across platforms.

Operations directors
Operations directors
Project managers
Project managers
Client success leads
Client success leads
Operations coordinators
Operations coordinators
Team leads
Team leads
Quality assurance managers
Quality assurance managers
📈
Operations directors
You track project metrics and timelines in Smartsheet, but your task execution data in Tallyfy only updates when someone manually copies new row entries, so your progress reports are always outdated — automating both apps means every new row creates a task instantly and your operational metrics stay current.
Project managers
You need to assign deliverables as soon as project sheets are updated, but manual handoffs mean tasks get delayed by hours or days — connecting these apps means every Smartsheet update immediately triggers the right Tallyfy task so your team can act without waiting.
🤝
Client success leads
You report project status to external stakeholders who expect immediate progress visibility, but manual status tracking leads to communication gaps — this integration means every workflow milestone achieved in Tallyfy reflects back in Smartsheet instantly to keep clients fully informed.
🔄
Operations coordinators
Your team handles high volumes of project intake entries every day, making manual task creation in Tallyfy impossible to keep up with — automating these apps means every incoming Smartsheet row flows straight into your workflow engine without manual effort.
👥
Team leads
You depend on upstream data from project planners to start your team's execution work, but handoffs between sheets and task lists are constantly missed — this integration means every new row automatically establishes your workflow tasks the moment it is logged.
📋
Quality assurance managers
You need a reliable audit history of every project change and task assignment, but manual record-keeping always leaves gaps in your logs — connecting these apps means every row modification and task status update is captured accurately in one place.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Smartsheet + Tallyfy

Build and manage your Smartsheet + Tallyfy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Smartsheet + Tallyfy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Smartsheet to Tallyfy?
Frequently Asked Questions
You can connect Smartsheet to Tallyfy in one click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields. Once active, your Smartsheet rows instantly drive tasks in Tallyfy and notify apps like Slack.
Can I automatically create Tallyfy tasks from new Smartsheet rows?
Frequently Asked Questions
Can I connect Smartsheet, Tallyfy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Smartsheet and Tallyfy?
Frequently Asked Questions
How does Smartsheet data map to Tallyfy tasks?
Frequently Asked Questions
Can I update Tallyfy tasks when Smartsheet rows change?
Frequently Asked Questions
Do I need coding skills to automate Smartsheet and Tallyfy?
Frequently Asked Questions
Is the Smartsheet and Tallyfy integration free?
Frequently Asked Questions
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You Can Also Connect Smartsheet or Tallyfy With 1500+ Other Apps

Smartsheet
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Tallyfy
Popular Tallyfy Integrations
Sync Tallyfy with project management, team collaboration, and tracking tools to streamline your process execution.
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