How do I automatically start a new process after a task in another process is completed?
Often, a completion of a task in a process indicates that another separate process should be started.
For example, completing a specific task in the Sales Lead Qualification process should kick-off a new Client Onboarding process.
You can use Tallyfy step-level webhooks (available on PRO plan) and Zapier to automate the starting of a new process.
Here is a video walking you through how to set up starting a new Client Onboarding process after a specific task in a Sales Lead Qualification process is completed:
Often, people use hide/show task rules to ensure the specific task is only seen and completed when previous tasks are completed:
If you would like help with integrations and setting up advanced features, please contact Tallyfy Support to learn more about additional services.