Dialpad + Tallyfy Integration

Integrate Dialpad to Tallyfy in one click, or tell Integrately AI how you want each message handled. Create tasks, update workflow states, add comments, and keep your team aligned automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
Arrow Right
2.
  • Dialpad
    Send SMS in Dialpad
  • Dialpad
    Send SMS to channel in Dialpad
  • Dialpad
    Create contact in Dialpad
  • Dialpad
    Create call in Dialpad
  • 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 Dialpad + Tallyfy Integration

Capture messages, create tasks, update workflow statuses, and assign comments, all in just one click.

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 Dialpad + Tallyfy flow

Sync operational tasks with your CRM, log communication data in spreadsheets, and alert your team instantly. Pick a combination and activate it in one click.

Dialpad
Tallyfy
+
SalesforceSalesforce (4)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
AirtableAirtable (4)
D
S
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Create a Salesforce lead when an SMS is sent in Dialpad, and add a task in Tallyfy
New Dialpad messages immediately create Salesforce leads and open corresponding Tallyfy tasks so your sales team never misses a follow-up.
D
S
T
When a call state is updated in Dialpad, update the Salesforce record and update the task in Tallyfy
Call updates in Dialpad instantly refresh Salesforce records and update the active Tallyfy task without manual data entry.
D
S
T
Create a Salesforce contact from a Dialpad SMS, and add a comment to task in Tallyfy
Every incoming text message in Dialpad creates a new Salesforce contact and adds context directly to your Tallyfy task.
D
S
T
Use Claude to analyse Dialpad SMS content, update Salesforce, and create a Tallyfy task
Claude categorises incoming Dialpad messages, updates Salesforce records accordingly, and opens a structured task in Tallyfy.

Supported triggers and actions for Dialpad and Tallyfy

Mix and match to build the exact automation you need

Dialpad
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
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Instant
Call state is updated in Dialpad
Triggers the automation when call details are modified
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Send SMS in Dialpad
Sends a text message to particular recipients
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Send SMS to channel in Dialpad
Sends a text message to a channel
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Create contact in Dialpad
Adds a new contact to the database
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Create call in Dialpad
Initiates a call to the recipient
Try it →
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
Try it →
Add comment to task in Tallyfy
Adds a comment to a task
Try it →
Add comment to step in Tallyfy
Adds a comment to a step in the workflow
Try it →
Search user in org in Tallyfy
Searches for a user in an organization
Try it →

What can you automate with Dialpad + Tallyfy?

Discover the most powerful ways to connect Dialpad communications with Tallyfy workflows for seamless operational efficiency.

What you can automate?
Trigger operational tasks from customer messages
Automatically open a new Tallyfy task the moment an SMS is sent in Dialpad. Eliminate manual data entry and ensure every customer touchpoint initiates an immediate workflow.
📋
Capture every message field and detail
Map full message text, sender details, and timestamps from Dialpad directly into your Tallyfy task parameters. Maintain comprehensive records for every interaction.
🔔
Alert team members instantly on activity
Notify staff members as soon as call states update or messages arrive in Dialpad. Keep departments aligned and responsive without manual check-ins.
🔀
Route tasks based on message content
Create different Tallyfy tasks or assign specific priorities depending on keywords found in your Dialpad communications. Ensure specialised handling for urgent requests.
🔄
Keep workflow statuses synchronised
Update Tallyfy tasks automatically whenever call states or communication milestones change in Dialpad. Eliminate redundant status check meetings.
🔍
Prevent duplicate records and tasks
Search existing records before creating new tasks in Tallyfy from Dialpad events. Maintain a clean, organised database without redundant entries.
Manage task completion from communication events
Mark Tallyfy tasks as completed automatically when specific Dialpad SMS confirmations or channel messages are sent. Close out workflows effortlessly.
🌐
Extend your workflow to external apps
Trigger actions in supporting tools like Google Sheets or Slack alongside your core Dialpad and Tallyfy automation. Build comprehensive multi-app pipelines.
And much more...

Who is Dialpad + Tallyfy integration for?

Connecting Dialpad and Tallyfy streamlines communication tracking and operational workflows, empowering teams across departments to work without manual interruptions.

Operations analysts
Operations analysts
Customer support managers
Customer support managers
Client success leads
Client success leads
High-volume sales teams
High-volume sales teams
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Operations analysts
You pull communication metrics and task completion numbers to review performance, but your reports rely on manual data entry so row counts are always hours behind — automating both apps means every message update flows directly into your workflow tracking and your data stays current.
Customer support managers
You need to act fast when urgent issues come through phone channels, but team members find out about customer requests too late because messages sit unlogged in communication apps — this integration means every inbound interaction immediately triggers the right task sequence.
🤝
Client success leads
You answer to external clients who expect transparent progress reports on their requests, but keeping manual task boards updated causes frequent reporting delays — connecting these apps means client touchpoints automatically update operational progress.
📊
High-volume sales teams
The volume of inbound text messages and customer calls is too high for anyone to keep up by hand, leading to missed follow-ups and abandoned leads — automating both apps means every single communication instantly generates structured workflow tasks.
🔄
Project coordinators
You own the execution phase and depend on upstream communication records to hand over project deliverables, but manual handoffs cause endless bottlenecks — integrating these apps means task creation happens the moment a communication event finishes.
🛡️
Compliance officers
You need a reliable history of all customer communications and internal approvals, but manual record-keeping keeps leaving audit gaps in your logs — automating both apps means every message and task status change is captured permanently.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Dialpad + Tallyfy

Build and manage your Dialpad + 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 Dialpad + 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Dialpad to Tallyfy?
Frequently Asked Questions
You can connect Dialpad to Tallyfy instantly using ready-made workflows on Integrately. Simply choose a template, link your accounts, and activate 1-click automation or use Integrately AI to customise your flow with Salesforce, Google Sheets, HubSpot, Slack, Gmail, and Airtable.
Can I automatically create a Tallyfy task when an SMS is sent in Dialpad?
Frequently Asked Questions
Can I connect Dialpad, Tallyfy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and Tallyfy?
Frequently Asked Questions
How does Dialpad handle message triggers for task creation?
Frequently Asked Questions
Can I update Tallyfy tasks when Dialpad call states change?
Frequently Asked Questions
Do I need coding skills to automate Dialpad and Tallyfy?
Frequently Asked Questions
Is the Dialpad and Tallyfy integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Dialpad or Tallyfy With 1500+ Other Apps

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