Pipefy + Tallyfy Integration

Q: Can I automatically create a Tallyfy task when a new Pipefy card is created?

You can automatically create a Tallyfy task whenever a new Pipefy card is created using pre-built integrations. Set up your Pipefy and Tallyfy integration in one click or customise the workflow using Integrately AI.

Q: Can I connect Pipefy, Tallyfy, and Slack?

You can connect Pipefy, Tallyfy, and Slack together in a multi-step automation. Trigger tasks from cards and notify your team on Slack, and 1,500+ other apps.

Q: What is a good Zapier alternative for Pipefy and Tallyfy?

Integrately is a top-rated alternative for connecting Pipefy and Tallyfy, featuring 20 million+ ready automations, 24/5 live chat, and 3x to 10x lower cost.

Q: How does Pipefy handle card updates in this integration?

Pipefy updates sync instantly to your Tallyfy tasks through ready automation templates. There's a ready template — start from the Pipefy and Tallyfy integration.

Q: Can I track task progress between Pipefy and Tallyfy?

You can track progress seamlessly by updating Tallyfy tasks whenever Pipefy cards move. There's a ready template — start from the Pipefy and Tallyfy integration.

Q: Do I need coding skills to automate Pipefy and Tallyfy?

You do not need coding skills to connect Pipefy and Tallyfy. Use ready templates or ask Integrately AI to build your workflows effortlessly.

Q: Is the Pipefy and Tallyfy integration free?

The Pipefy and Tallyfy integration is available on Integrately with a free forever plan. You can start building automations right away.

Integrate Pipefy to Tallyfy in one click, or tell Integrately AI how you want each card handled. Create tasks, update workflows, add comments, and keep your operations synchronized automatically.

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Free forever.

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Card is created in Pipefy Instant
Card is moved in Pipefy Instant
Card field is updated in Pipefy Instant
Card is completed in Pipefy Instant
Card gets late in Pipefy Instant
Card is expired in Pipefy Instant
Card becomes overdue in Pipefy Instant

Update card field in Pipefy
Create card in Pipefy
Search card in Pipefy
Create task in Tallyfy
Update task in Tallyfy
Mark task as completed in Tallyfy
Add comment to task in Tallyfy
Add comment to step in Tallyfy
Search user in org in Tallyfy

Trusted by experts at...

Ready Workflows for Pipefy + Tallyfy Integration

Capture cards, create tasks, update statuses, add comments, and align your team, all in just one click.

Create Tallyfy task for new Pipefy card

While a single project management software may be adequate for small projects, larger projects often require the use of multiple software programs. This is because each program offers different features and options that can be beneficial to different aspects of the project. So using multiple programs, project managers can tailor the software to the specific needs of the project, ensuring that all important aspects are well-supported.

In addition, using multiple programs can also help to avoid dependencies on any one particular software package. Should an issue arise with one of the programs, it will not impact the entire project. However manually keeping track of data in multiple software programs can be challenging.

To address this, Integrately's Pipefy - Tallyfy integration can be used. This integration will automatically create a new Pipefy card whenever a new Tallyfy task is created.

So if you're managing a large project that requires the use of multiple software programs, give this integration a try - it will make your life much easier!

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1of1

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

Connect more apps to your Pipefy + Tallyfy flow

Extend your workflow automation to messaging, storage, project management, and customer support tools. Pick a combination and activate it in one click.

Slack (6)

Google Drive (5)

Jira Software Cloud (5)

HubSpot (5)

Gmail (5)

Zendesk (5)

Create a Tallyfy task from every new Pipefy card, and notify your team instantly on Slack

New Pipefy cards instantly generate a Tallyfy task while posting an immediate alert in Slack, keeping your team aligned without manual updates.

When a Pipefy card is moved, update the Tallyfy task and alert your team on Slack

Pipefy card movements update your Tallyfy tasks automatically and broadcast the status change on Slack.

When a Pipefy card gets late, update the Tallyfy task and notify your operations channel in Slack

Delayed Pipefy cards update Tallyfy tasks and trigger urgent Slack notifications for your operations team.

Create a task in Tallyfy for every completed Pipefy card, and post a confirmation in Slack

Completed Pipefy cards trigger a final Tallyfy task closure and post a success confirmation on Slack.

Use Claude to analyse every new Pipefy card description. If it meets criteria, create a Tallyfy task and notify your team in Slack

Claude reviews incoming Pipefy cards, qualifies them, triggers a Tallyfy task, and announces the match in Slack.

When a card is created in Pipefy, create a Tallyfy task, create an issue in Jira Software Cloud, and notify your team in Slack

New Pipefy cards instantly generate a Tallyfy task, log a Jira issue, and broadcast the update on Slack.

Create a Tallyfy task from every new Pipefy card, and save the details in Google Drive

New Pipefy cards generate Tallyfy tasks and store backup documentation in Google Drive automatically.

When a Pipefy card field is updated, update the Tallyfy task and update the file in Google Drive

Updated Pipefy fields sync instantly to your Tallyfy tasks and Google Drive documentation.

When a Pipefy card is completed, mark the Tallyfy task as completed and move the file in Google Drive

Completed Pipefy cards close out Tallyfy tasks and organize completed documents in Google Drive.

Use Gemini to summarise every new Pipefy card, create a Tallyfy task, and save the summary in Google Drive

Gemini summarizes incoming Pipefy cards, generates a Tallyfy task, and saves the brief in Google Drive.

When a Pipefy card is created, create a Tallyfy task, save the file in Google Drive, and notify your team in Slack

New Pipefy cards trigger Tallyfy task creation, Google Drive archiving, and Slack team alerts.

Create a Tallyfy task from every new Pipefy card, and log a new issue in Jira Software Cloud

New Pipefy cards spawn corresponding Tallyfy workflow tasks and technical issues in Jira Software Cloud.

When a Pipefy card is moved, update the Tallyfy task and update the issue in Jira Software Cloud

Pipefy card progression updates both your Tallyfy tasks and Jira Software Cloud issues simultaneously.

When a Pipefy card gets late, update the Tallyfy task and add an urgent comment in Jira Software Cloud

Late Pipefy cards flag Tallyfy tasks and post priority escalation comments in Jira Software Cloud.

When a Pipefy card is completed, mark the Tallyfy task as completed and close the issue in Jira Software Cloud

Completed Pipefy cards close out Tallyfy workflow tasks and resolve issues in Jira Software Cloud.

When a Pipefy card is created, create a Tallyfy task, create a Jira Software Cloud issue, and notify your team in Slack

New Pipefy cards trigger Tallyfy task creation, Jira issue logging, and Slack team announcements.

Create a Tallyfy task from every new Pipefy card, and create a new contact in HubSpot

New Pipefy cards generate Tallyfy workflow tasks and create corresponding contact profiles in HubSpot.

When a Pipefy card field is updated, update the Tallyfy task and update the deal in HubSpot

Pipefy field updates synchronize task progress and update deal pipelines in HubSpot automatically.

When a Pipefy card is completed, mark the Tallyfy task as completed and update the deal stage in HubSpot

Completed Pipefy cards mark Tallyfy tasks as done and advance deal stages in HubSpot.

Use Claude to evaluate new Pipefy cards. If approved, create a Tallyfy task and create a deal in HubSpot

Claude reviews Pipefy submissions, triggers a Tallyfy task, and logs qualified deals in HubSpot.

When a Pipefy card is created, create a Tallyfy task, create a HubSpot contact, and notify your sales team in Slack

New Pipefy cards generate Tallyfy tasks, create HubSpot contacts, and alert sales reps in Slack.

Create a Tallyfy task from every new Pipefy card, and send an email notification via Gmail

New Pipefy cards generate Tallyfy tasks and send confirmation emails to clients via Gmail.

When a Pipefy card gets late, update the Tallyfy task and send an escalation email in Gmail

Delayed Pipefy cards update Tallyfy tasks and trigger urgent warning emails via Gmail.

When a Pipefy card is completed, mark the Tallyfy task as completed and send a wrap-up email in Gmail

Completed Pipefy cards close Tallyfy tasks and dispatch professional completion emails via Gmail.

Use ChatGPT to draft a custom response for every new Pipefy card, create a Tallyfy task, and send the email via Gmail

ChatGPT drafts personalized email responses, generates a Tallyfy task, and sends the message via Gmail.

When a Pipefy card is created, create a Tallyfy task, send a confirmation email in Gmail, and notify your team in Slack

New Pipefy cards trigger Tallyfy task creation, client email confirmation, and Slack team alerts.

Create a Tallyfy task from every new Pipefy card, and create a new support ticket in Zendesk

New Pipefy cards generate Tallyfy workflow tasks and log support tickets in Zendesk automatically.

When a Pipefy card is moved, update the Tallyfy task and add an internal note in Zendesk

Pipefy card movements update your Tallyfy tasks and log internal progress notes in Zendesk.

When a Pipefy card gets late, update the Tallyfy task and escalate the support ticket priority in Zendesk

Delayed Pipefy cards update Tallyfy tasks and elevate priority levels on open Zendesk tickets.

Use Claude to evaluate support feedback from Pipefy cards, create a Tallyfy task, and create a ticket in Zendesk

Claude analyzes Pipefy submissions, triggers a Tallyfy task, and opens categorized tickets in Zendesk.

When a Pipefy card is created, create a Tallyfy task, create a Zendesk ticket, and notify your support team in Slack

New Pipefy cards trigger Tallyfy task creation, Zendesk ticket logging, and Slack team alerts.

Supported triggers and actions for Pipefy and Tallyfy

Mix and match to build the exact automation you need

Pipefy Triggers & Actions

Instant

Card is created in Pipefy

Triggers the automation when a card is archived

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Instant

Card is moved in Pipefy

Triggers the automation when a card is moved in the workflow

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Instant

Card field is updated in Pipefy

Triggers the automation when a card field is updated

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Instant

Card is completed in Pipefy

Triggers the automation when a card is marked as completed

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Instant

Card gets late in Pipefy

Triggers the automation when a card gets late

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Instant

Card is expired in Pipefy

Triggers the automation when a card expires

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Instant

Card becomes overdue in Pipefy

Triggers the automation when a card is past its due date

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Tallyfy Triggers & Actions

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

Try it →

What can you automate with Pipefy + Tallyfy?

Streamline your workflows by connecting card events in Pipefy directly to task management in Tallyfy.

Get Started For Free

⚡

Trigger Tallyfy tasks from new Pipefy cards

Automatically generate a corresponding Tallyfy task the exact moment a new card is created in Pipefy. Eliminate manual data entry and ensure work begins immediately.

📋

Capture every submitted card field

Map all custom form fields and submitted details from your Pipefy cards directly into your Tallyfy tasks instead of just basic titles. Your task workspace remains comprehensive and detailed.

🔔

Notify your team instantly on updates

Alert your operations channel or specific team members the moment a workflow stage changes or a task is assigned. Keep everyone fully informed without manual pinging.

🔀

Route tasks based on submitted form fields

Evaluate specific field values in your Pipefy cards to route tasks to different teams or apply distinct priorities in Tallyfy automatically.

🔄

Keep task statuses synchronized in real time

When cards are moved or updated in Pipefy, your Tallyfy tasks update automatically to reflect the exact current stage of work.

🔍

Search and update existing workflow items

Check for existing records before creating new items to prevent duplicate Tallyfy tasks when multiple card updates occur.

✅

Handle later status changes and completions

When a card is completed, marked late, or expired in Pipefy, trigger corresponding status closures or escalation alerts in Tallyfy.

🔌

Extend your workflow to messaging apps

Connect your core Pipefy and Tallyfy flow to Slack or Gmail to send automated stakeholder notifications and customer updates.

And much more...

Who is Pipefy + Tallyfy integration for?

Operations, project management, and customer success teams eliminate manual handoffs, keep workflows aligned across platforms, and eliminate data silos.

Operations Managers

Project Coordinators

Client Success Leads

Process Engineers

Downstream Teams

Compliance Officers

📈

Operations Managers

You oversee complex workflows in Pipefy but struggle when operational numbers lag behind actual execution because team members forget to log task statuses manually — this integration means every new card and state change syncs instantly to Tallyfy and your reports stay fully accurate.

⚡

Project Coordinators

You need to act fast when new client requests arrive in Pipefy, but finding out hours later delays task allocation and frustrates stakeholders — connecting these apps means every submission creates a Tallyfy task immediately so your team can start work without delay.

🤝

Client Success Leads

You answer to external clients who demand instant visibility into their project milestones, but manual tracking leaves gaps in your progress updates — automating both apps means every workflow transition in Pipefy automatically updates the corresponding task in Tallyfy.

📊

Process Engineers

The volume of daily process requests in Pipefy is too high for anyone to keep up by hand, leading to missed steps and inconsistent execution across departments — this integration means your workflows run seamlessly with automated task creation and real-time status syncing.

🔄

Downstream Teams

You own the execution phase and depend entirely on upstream teams to hand over complete project details without omissions or missing fields — automating both apps means every submitted card detail flows directly into Tallyfy tasks for immediate action.

🛡️

Compliance Officers

You need a reliable, unalterable history of every operational request and task status change, but manual record-keeping frequently results in missing audit trails — connecting these apps means every card creation and task completion is logged permanently.

Try This Integration – No Code Needed

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 Pipefy + Tallyfy

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

1,500+ apps connected

Connect Pipefy + Tallyfy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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?

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Frequently Asked Questions

How do I connect Pipefy to Tallyfy?

You can connect Pipefy to Tallyfy instantly using 1-click workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build the automation and map the fields between Pipefy, Tallyfy, Slack, and Google Drive.

Can I automatically create a Tallyfy task when a new Pipefy card is created?

Can I connect Pipefy, Tallyfy, and Slack?

What is a good Zapier alternative for Pipefy and Tallyfy?

How does Pipefy handle card updates in this integration?

Can I track task progress between Pipefy and Tallyfy?

Do I need coding skills to automate Pipefy and Tallyfy?

Is the Pipefy and Tallyfy integration free?

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 Pipefy or Tallyfy With 1500+ Other Apps

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Popular Tallyfy Integrations

Sync Tallyfy with project management, email marketing, and communication tools to keep task execution aligned.

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Pipefy + Tallyfy Integration

Integrate Pipefy to Tallyfy in one click, or tell Integrately AI how you want each card handled. Create tasks, update workflows, add comments, and keep your operations synchronized automatically.

Trusted by experts at...

Ready Workflows for Pipefy + Tallyfy Integration

Capture cards, create tasks, update statuses, add comments, and align your team, all in just one click.

Create Tallyfy task for new Pipefy card

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

Connect more apps to your Pipefy + Tallyfy flow

Extend your workflow automation to messaging, storage, project management, and customer support tools. Pick a combination and activate it in one click.

Supported triggers and actions for Pipefy and Tallyfy

Mix and match to build the exact automation you need

What can you automate with Pipefy + Tallyfy?

Streamline your workflows by connecting card events in Pipefy directly to task management in Tallyfy.

Who is Pipefy + Tallyfy integration for?

Operations, project management, and customer success teams eliminate manual handoffs, keep workflows aligned across platforms, and eliminate data silos.

Did you know?

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

Why choose Integrately to automate Pipefy + Tallyfy

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Pipefy + Tallyfy Integration

Integrate Pipefy to Tallyfy in one click, or tell Integrately AI how you want each card handled. Create tasks, update workflows, add comments, and keep your operations synchronized automatically.

Trusted by experts at...

Ready Workflows for Pipefy + Tallyfy Integration

Capture cards, create tasks, update statuses, add comments, and align your team, all in just one click.

Create Tallyfy task for new Pipefy card

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

Connect more apps to your Pipefy + Tallyfy flow

Extend your workflow automation to messaging, storage, project management, and customer support tools. Pick a combination and activate it in one click.

Supported triggers and actions for Pipefy and Tallyfy

Mix and match to build the exact automation you need

What can you automate with Pipefy + Tallyfy?

Streamline your workflows by connecting card events in Pipefy directly to task management in Tallyfy.

Who is Pipefy + Tallyfy integration for?

Operations, project management, and customer success teams eliminate manual handoffs, keep workflows aligned across platforms, and eliminate data silos.

Did you know?

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

Why choose Integrately to automate Pipefy + Tallyfy

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click