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FYI + Tally

FYI + Tally

FYI + Tally integrations

Create or update FYI tasks from new Tally submissions

Effortlessly manage tasks in your FYI app with this integration that connects Tally form submissions. Whenever a new submission is received in Tally, this workflow will create or update a task in FYI, ensuring that your team stays organized and up-to-date. Save time and maintain a smooth task management process by automating this essential step.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new form submission is received.
    TriggerInstant
  2. automatically do this!
    Create or Update Task
    Create or Update Task
    Create or Update TaskCreate or Update a Task in FYI.
    ActionWrite
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More things you can do with Tally and FYI

Discover other triggers and actions you can use with Tally and FYI

    • Select a form
      Required
    Trigger
    Instant
    Try It
    • Name
      Required
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    • File
      Required
    Action
    Write
    • Name
    • Create job if it doesn’t exist yet
      Required
    • Job Type
    • Description
    • Job Code
    • Partner Email
    • Manager Email
    • Start Date
    • Due Date
    Action
    Write
    • Name
      Required
    • HTML
      Required
    • Source
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    Action
    Write
    • Create client if it doesn’t exist yet
      Required
    • Export to xero if connected
      Required
    • Group Name
    • Phone Number
    • Mobile Number
    • Partner Email
    • Manager Email
    Action
    Write
    • Create group if it doesn’t exist yet
      Required
    • New Name
      Required
    Action
    Write
  • Action
    Write
    • Subject
      Required
    • Start Date
      Required
    • Due Date
      Required
    • Create task if it doesn’t exist yet
      Required
    • Client Email
    • Client Name
    • Task Code
    • Assignee Email
    • Delegator Email
    • Message
    Action
    Write
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About FYI
FYI is a document management service for professionals
HelpHelp
Related categories
Accounting
tally logo
tally logo
About Tally
The simplest way to create beautiful forms and surveys, for free.
Learn moreLearn moreHelpHelp
Related categories
Forms & Surveys
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