Tallyfy + Salesmate Integrations
Put Tallyfy + Salesmate to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Tallyfy and Salesmate
See the kind of workflows teams build with Tallyfy and Salesmate below — describe the exact one you want above and the Agent builds it on demand.
Tallyfy + Salesmate
Assign activity tasks in Salesmate when a new process task is assigned to a user in Tallyfy.
Generate project tasks when deals are won
When a deal is won in Salesmate, automatically create a project task in Tallyfy to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in Tallyfy, automatically update the deal stage in Salesmate to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Tallyfy, automatically log the activity in Salesmate on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Tallyfy and Salesmate?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Tallyfy and Salesmate
Everything Tallyfy and Salesmate can do inside a workflow — the triggers that start one and the actions that run when it fires.
Tallyfy Explore Tallyfy →
A workflow and process automation platform that helps organizations track tasks, standardize procedures, and manage team workflows.
TriggersInstantly triggers when a new process (run) is launched, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Process Launched" trigger.
Instantly triggers when a process (run) is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use a polling trigger.
Instantly triggers when a task is assigned, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Task Assigned To Me" trigger.
Instantly triggers when a comment is added or an issue is raised or resolved on a task, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "New Comment Or Issue On Task" trigger.
Instantly triggers when a task is completed, using a Tallyfy organization webhook. Requires an org admin to connect. Non-admins should use the polling "Task Completed" trigger.
Triggers when a new active task is assigned to the connected user. De-duplicates by task ID.
Add a new comment or issue to a task.
Add a form field (capture) to a template step.
Add a field to a template kickoff (prerun) form. The template is fetched, the prerun array is appended, and the template is saved.
Put a template or process into a folder.
Archive a process (hidden and restorable, not deleted).
Change the assignees of any task.
Salesmate Explore Salesmate →
Salesmate is an all-in-one CRM and sales automation platform built to help revenue teams manage customer pipelines and automate sales communication.
Knit's Integrations Agent builds Salesmate's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Salesmate's API.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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Agiled
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Aha!
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airfocus
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Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Tallyfy + Salesmate
Is there a pre-built Tallyfy + Salesmate automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Tallyfy and Salesmate's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Tallyfy or Salesmate connector?
No. The Agent works whether or not Tallyfy or Salesmate already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Tallyfy and Salesmate help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Salesmate automatically spin up project tasks?
Yes, when a deal is won or changes stages in Salesmate, you can instantly create initial project tasks in Tallyfy.