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Create your first Power Automate flow

Create your first Power Automate flow

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.
  • A Tallyfy Pro account — you’ll connect it through the Tallyfy connector to work with processes and procedure templates.

What does this flow do?

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.

Diagram

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

Steps to create the flow

  1. Go to Power Automate and start a new flow. Head to flow.microsoft.com ↗ and sign in. From the left menu, pick + Create > Automated cloud flow (see understanding Power Automate basics for flow types).

  2. 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.

  3. 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.

  4. Add the Tallyfy action: Create a task. Click + New step. Search Tallyfy and select the Tallyfy connector. Choose Create a task.

  5. 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.

  6. Save your flow. See managing and monitoring flows for saving and testing tips.

The flow designer UI

You’ll spend most of your time in the flow designer. Here’s what matters:

  • Triggers and actions — triggers start the flow, actions do the work.
  • Dynamic content pane — shows data from previous steps (like the email subject) that you can drop into Tallyfy fields.
  • Expression editor — for date math and text manipulation. (See advanced conditions and expressions).
  • Save, Test, Flow Checker — save often, test everything.

Testing your flow

Make sure it works before you rely on it.

  1. Open the Test pane. With your flow saved, click Test.

  2. Run a manual test. Select Manually, then Test. Power Automate waits for you to trigger the flow.

  3. Trigger the flow. Send an email to the monitored inbox with the subject line (e.g., “New Sales Lead Received”).

  4. 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).

  5. 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.
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