Tallyfy + Zengine Integration

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Zengine + Tallyfy Integration

Create Tallyfy task for new Zengine record

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

When you create a record in Zengine, 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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Zengine + Tallyfy Integration

Create Tallyfy task for new Zengine task

Zengine 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 Zengine. Tallyfy is a great tool for this.

All you need to do is - integrate Tallyfy with Zengine to create task in Tallyfy automatically when certain task occur in Zengine. This can save you time by not having to manually create tasks in both systems.
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Tallyfy + Zengine Integration
1.
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine Instant
2.
  • 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
  • Zengine
    Create record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine
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