Plutio + Tallyfy

Launch new processes in Tallyfy when new projects are created in Plutio

Start your new projects on the right track with this seamless workflow. When you create a new project in Plutio, it prompts a launch process in Tallyfy, ensuring all your steps are in place and ready to go. It’s an easy way to streamline your project management and keep your whole team on the same page. Make your processes more efficient with this handy automation.

When this happens...
New Project
Triggers when a new Project is created.
TriggerScheduled
automatically do this!
Launch Process
Launch a new process using a templates.
ActionWrite

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Supported triggers and actions

What does this mean?

- Entity TypeRequired
- EntityRequired
- Block TypeRequired
Trigger
Scheduled
Try It
- FormRequired
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Task BoardRequired
Trigger
Scheduled
Try It

- Entity TypeRequired
- EntityRequired
- TypeRequired
Action
Write
- Person First NameRequired
- Person Last NameRequired
- Person Primary EmailRequired
- Person Primary NumberRequired
- Person RoleRequired
- Invite to Plutio?Required
- Invitation Message
Action
Write

- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- Task Title
- Task Description Text
- Task Description HTML
- Due Date
- Assigned To
Action
Write
- ProjectRequired
- Task BoardRequired
- Task Group TitleRequired
Action
Write
- Invoice
Action
Write
- Person Object IDRequired
Action
Write
- Invoice
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task Title
- Task Description Text
- Task Description HTML
- Task Status
- Due Date
- Assigned To
Action
Write
- Email Address
- Phone Number
- First Name
- Last Name
- Role
- Status
Action
Search
- ActionRequired
- Process
- Task - Please enter this in the format taskID_processIDRequired
Action
Write
- Process ID
- Task IDRequired
Action
Write
- TemplateRequired
- Process NameRequired
- Process Notes
Action
Write
- TemplateRequired
- Search ByRequired
- Search ValueRequired
- Process ID
- Task IDRequired
Action
Search or write

New Form
Triggers when a new form is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
Try It
New Project
Triggers when a new Project is created.
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- Entity TypeRequired
Trigger
Scheduled
Try It
- Entity Type
- Invoice Name
- Client
- Currency
- Issue Date
- Due Date
- Payment Options
- Discount
- Tax
- Status
- Template Name
Action
Write
- Entity Type
- Project NameRequired
- Template Name
Action
Write
- ProjectRequired
- Task Board TitleRequired
Action
Write
- BlockRequired
Action
Write
- PersonRequired
Action
Write
- ProjectRequired
- Task BoardRequired
- Task GroupRequired
- TaskRequired
- Task PositionRequired
Action
Write
- PersonRequired
- Person First Name
- Person Last Name
- Person Primary Email
- Person Primary Phone
- Person Role
Action
Write
- Entity TypeRequired
- EntityRequired
Action
Search
- ActionRequired
- Process
- TaskRequired
- CommentRequired
Action
Write
- Process
- TaskRequired
- Value
Action
Write
- Task NameRequired
- Description
- OwnersRequired
- Guest
- DeadlineRequired
Action
Write
- TemplateRequired
- Search ByRequired
- Search ValueRequired
Action
Search

About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Related categories

Project Management

About Tallyfy

Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

Related categories

Task Management

Plutio + Tallyfy

Launch new processes in Tallyfy when new projects are created in Plutio

New Block

New Form Submission

New Person

New Task

New Task Group

Create Block

Create Person

Invitation Message

Create a Task

Task Title

Task Description Text

Task Description HTML

Due Date

Assigned To

Create Task Group

Delete Invoice

Invoice

Find Person

Update Invoice

Invoice

Invoice Name

Client

Currency

Issue Date

Due Date

Payment Options

Discount

Tax

Status

Update a Task

Task Title

Task Description Text

Task Description HTML

Task Status

Due Date

Assigned To

Retrieve Person/People

Email Address

Phone Number

First Name

Last Name

Role

Status

Change Task Assignees

Process

Complete Task

Process ID

Launch Process

Process Notes

Complete Process

Process ID

New Form

New Invoice

New Project

New Task Board

New Template

Create Invoice

Entity Type

Invoice Name

Client

Currency

Issue Date

Due Date

Payment Options

Discount

Tax

Status

Template Name

Create Project

Entity Type

Template Name

Create Task Board

Delete Block

Delete Person

Move a Task

Update Person

Person First Name

Person Last Name