You can connect Power Automate to Tallyfy in about 10 minutes. This guide walks you through building a flow that creates Tallyfy tasks whenever you get specific emails.
Why email-to-task? It’s practical, you’ll use it right away, and it teaches the basics for more advanced integrations.
Prerequisites
Before you start, make sure you have:
Microsoft Power Automate access — most Microsoft 365 subscriptions include this.
We’re building a flow that watches your Outlook inbox for emails with “New Sales Lead Received” in the subject line. When one arrives, it creates a task in Tallyfy.
No more copy-pasting from emails. No forgotten leads. The flow catches every matching email and turns it into a trackable task with the email subject and body content.
How the flow works
Here’s the full path from email arrival to task creation in Tallyfy.
What to notice
Step 4 — only emails with “New Sales Lead Received” trigger the flow, so you won’t create tasks from every email
Steps 6-7 — the connector authenticates via OAuth2 using your Tallyfy Organization ID to connect Power Automate securely
Step 10 — confirms the task was created in Tallyfy with the email content mapped in
Name your flow and choose a trigger.
In the “Build an automated cloud flow” dialog:
Flow name:New Sales Lead Email to Tallyfy Task.
Search for: When a new email arrives.
Select When a new email arrives (V3) (Outlook 365). Click Create.
Configure the email trigger.
Click the trigger step to expand it:
Folder: Pick the folder to monitor (usually Inbox).
Click Show advanced options.
Subject Filter: Type what the subject must contain — for example, New Sales Lead Received. This prevents the flow from firing on every email.
You can also filter by sender or importance if needed.
Add the Tallyfy action: Create a task.
Click + New step. Search Tallyfy and select the Tallyfy connector. Choose Create a task.
Configure the “Create a task” action.
Once connected, fill in the Tallyfy action fields:
Task Name: Use dynamic content — select Subject from the email trigger. Prepend text if you want, e.g., New Lead: [Subject].
Task Description: Select Body from the email trigger to populate the task description.
Assigned To (Optional): Pick users or guests to assign the task to.
Deadline (Optional): Set a deadline. For one day from now, use an expression: addDays(utcNow(), 1).
Tip: For brand new leads, you might prefer the Launch a Process action instead — it starts a fresh instance of a procedure template and lets you map email details to form fields.
Save, Test, Flow Checker — save often, test everything.
Testing your flow
Make sure it works before you rely on it.
Open the Test pane.
With your flow saved, click Test.
Run a manual test.
Select Manually, then Test. Power Automate waits for you to trigger the flow.
Trigger the flow.
Send an email to the monitored inbox with the subject line (e.g., “New Sales Lead Received”).
Check flow run history.
Green checkmark means success. Red exclamation means something failed — click the step to see details. (More in managing and monitoring flows).
Verify in Tallyfy.
Log into Tallyfy and confirm the new task was created with the email details.
Tips for Tallyfy flows
This email-to-task pattern captures every important request in your Tallyfy processes so nothing slips through.
The Tallyfy connector has other actions too — Launch a Process, Complete task, Edit task deadline, Add comment, and more.
Think about other emails that trigger work. Support tickets? Purchase orders? They can all flow into Tallyfy automatically.
Need something the connector doesn’t cover? Tallyfy’s Open API handles advanced use cases.
Power Automate connects email services like Outlook 365 to Tallyfy so incoming emails can automatically launch processes and populate form fields while Tallyfy events can trigger personalized outbound emails — all without manual work.
Power Automate connects Tallyfy to your other business apps by using triggers and actions to automatically launch processes and create tasks based on external events like emails or CRM updates while Tallyfy handles the human side of structured workflow management and collaboration.
Microsoft Power Automate serves as a no-code bridge between Tallyfy and your other business systems—including Office 365 and SharePoint and Dynamics—using a Premium-tier OAuth 2.0 connector with 13 actions to sync data and automatically launch processes or complete tasks based on events happening across your entire software stack.
Tallyfy’s Premium connector for Microsoft Power Automate lets you link Tallyfy with Office 365 and thousands of other apps by simply searching for “Tallyfy” in Power Automate and signing in with OAuth 2.0 to start automating workflows in both directions.
