Integrations

Connecting Tallyfy with other business systems

Tallyfy connects with your existing business software through multiple methods - from simple email integrations to sophisticated API implementations. Pick what works for your team.

Got developers? Great. Prefer clicking buttons instead of writing code? That works too.

Integration benefits

Without integrations, you’re stuck copying and pasting data between systems all day. Integrations automatically share information between systems, trigger actions across platforms, and keep everything in sync.

Available integration methods

Integration Method	Technical Skill Required	Primary Benefit	Optimal Use Case
Open API	High (Development)	Complete control, custom solutions	Developers building sophisticated custom integrations
Webhooks	Medium (Configuration)	Real-time event notifications	Sending Tallyfy events to external systems
Middleware Platforms	Low (No-code tools)	Connect multiple apps visually	Cross-app automation without coding
Computer AI Agents	Medium (Setup)	Automate complex UI interactions	Legacy systems without APIs
Native Integrations	Low (Configuration)	Plug-and-play app connections	Pre-built connections for popular platforms
Email Integration	Very Low (Basic setup)	Universal compatibility	Basic connections and process triggering
Analytics Integration	Medium (SQL/BI tools)	Deep workflow data insights	Business intelligence and reporting
Chat Platform Tools	Low (App installation)	Task management within chat	Teams heavily using Slack/Teams
Azure Translation	Medium (Azure setup)	Real-time content translation	Multilingual teams and global operations
Open Source Resources	Medium-High (Development)	Code examples and community support	Developers seeking implementation guidance
Idempotency Handling	Medium-High (Architecture)	Prevent duplicate operations	All API and webhook integrations requiring reliability

1. Open API Integration

The Tallyfy REST API gives developers complete control. With the API, you can:

• Build custom applications that use Tallyfy workflow data and functionality
• Exchange information bidirectionally between Tallyfy and external systems
• Automate process management - launch, update, and monitor workflows programmatically
• Manage user accounts, permissions, and organizational settings through code
• Control all Tallyfy features through custom applications and scripts

2. Webhooks

Webhooks automatically notify external systems the moment something happens in Tallyfy - task completed, process launched, you name it. Here’s what you can do:

• Receive instant notifications in external tools when tasks complete
• Track process progress in other business systems
• Automatically send form data from Tallyfy to downstream applications
• Trigger actions in external systems based on Tallyfy events
• Configure event filtering at template and step levels for targeted notifications

Webhook setup and testing

Setting up webhooks: Navigate to your template, click on any step, and add your webhook URL in the webhook field. Test using services like RequestBin or Webhook.site first.

Troubleshooting webhooks:

1. Verify your URL is publicly accessible (not localhost)
2. Check that your endpoint returns a 200 status code
3. Look for webhook events in your server logs
4. Test with a simple service first before complex integrations
5. Remember webhooks fire when tasks complete, not when they’re created

Triggering Tallyfy from external systems: To launch processes from external forms or capture guest data:

1. Use the API’s process launch endpoint
2. Pass form data as kick-off form values
3. Include guest email in the payload for auto-assignment
4. Webhooks can notify your system when process starts
5. Perfect for lead capture, onboarding automation, and external form integration

3. Middleware Platforms

Can’t code? No problem. Middleware platforms like Zapier, Make, and Power Automate connect Tallyfy to thousands of business applications through visual, drag-and-drop interfaces. You can:

• Use pre-built connections for popular applications without writing code
• Create integrations using visual workflow builders
• Transform data formats between different systems automatically
• Build conditional logic (IF-THEN statements) for intelligent workflows
• Rely on platform-managed updates and maintenance

Examples: Zapier, Microsoft Power Automate, Make.com, Workato, Tray.io

Popular middleware options:

• Zapier
• n8n
• Power Automate

Choosing a Middleware Tool

Zapier is popular for simple links, but for more complex or higher-volume connections, tools like Make.com or Microsoft Power Automate are often more powerful and better value.

If you have developers, using Tallyfy’s Open API directly gives the most control and flexibility.

4. Computer AI Agents

Remember that ancient software your company refuses to replace? The one with no API? Computer AI Agents can control it like a human would - interpreting screens, clicking buttons, and filling forms automatically. Perfect for:

• Legacy systems without APIs or complex integration challenges
• Dynamic web pages and interfaces that change frequently
• Multi-step tasks requiring contextual understanding of screen content
• Adapting to interface changes without code modifications
• Systems where traditional API integration isn’t feasible or cost-effective

Examples: Claude Computer Use, Twin.so, Skyvern, Manus AI

Starting with Computer AI Agents

Computer AI Agents work best for short, bite-sized tasks that are mundane and repetitive. Don’t start with complex, goal-driven jobs as they can be expensive and unpredictable. Focus on simple data entry, form filling, or information extraction from legacy systems first.

5. Native integrations built by Tallyfy

Native integrations are pre-built connections Tallyfy maintains for specific platforms. Key features:

• Official support and testing by Tallyfy
• Simplified setup compared to custom integrations
• Designed for common use cases
• Automatic updates maintained by Tallyfy
• Direct support from Tallyfy if issues arise

6. Email Integration

Everyone has email, right? That’s why email integration is brilliant:

• Start processes by sending emails to dedicated Tallyfy addresses
• Configure Tallyfy to send emails from your company’s email server (Custom SMTP)
• Use the Tallyfy Gmail add-on to manage tasks directly from your inbox
• Connect with any standard email system
• Set up quickly without technical expertise

Featured: Gmail plugin ↗ for managing workflows in Gmail.

7. Analytics Connection

Want to know where your processes get stuck? Tallyfy Analytics exports process data for deep analysis with business intelligence tools:

• Query Tallyfy data using standard SQL (via Amazon Athena)
• Connect reporting tools like Power BI, Tableau, and Looker
• Build custom dashboards and reports
• Identify process bottlenecks through performance analysis
• Track historical data and trends over time

8. Chat platform integration (e.g., Slack)

Your team lives in Slack? Keep them there. Connect Tallyfy to your chat platforms:

• Create Tallyfy tasks directly from chat messages
• Launch processes without leaving your chat app
• Receive status updates posted to relevant channels
• Link conversations to their related tasks
• Increase team visibility on workflow progress

Featured: Slack plugin ↗ for managing tasks in Slack.

9. Azure Translation Services

Got team members in Tokyo, Paris, and São Paulo? Azure Translation breaks down language barriers instantly:

• Translate task instructions and comments in real-time
• Enable team members to work in their preferred language
• Allow each user to set individual language preferences
• Leverage Microsoft’s AI translation technology
• Support global teams across language barriers
• Meet global workplace language requirements in different countries

Featured: Content translation for text entered by users.

10. Open source resources for developers

Need code examples? Check out Tallyfy’s GitHub ↗ repository:

• Sample code for common integration tasks
• Helper scripts and utilities
• Technical implementation guides
• Examples you can adapt for custom solutions

11. Idempotency handling for reliable integrations

Here’s a problem nobody talks about - duplicate events. When building integrations with Tallyfy’s API or webhooks, you’ll face this challenge:

• Webhooks can fire multiple times for the same event (task completed, reopened, then completed again)
• External systems might send duplicate API requests
• Process-level webhooks generate many events requiring careful handling
• Without idempotency, you risk duplicate records, incorrect data, or failed operations

Learn how to handle idempotency and build it right the first time.

Future Exploration: Interactive Email Actions

Tallyfy is also exploring future enhancements like interactive email actions, which could allow users to complete certain tasks directly from within supported email clients like Outlook and Gmail.

12. AI-powered code generation

If your team has developers and clear requirements, AI can draft working integration code fast. Use AI generation when you want custom logic beyond middleware but need speed.

Why use it

• Working integration code in 10-20 minutes
• Clear, maintainable structure with logging and error handling
• Fits your preferred language (for example, Python or JavaScript)

How it works

1. Write a precise specification of the workflow and data mappings
2. Use your AI assistant to generate code that calls Tallyfy’s Open API
3. Review, test, and deploy
4. Iterate as requirements evolve

Example scenario: A logistics team needs shipping workflows that vary by weight, destination, and carrier. A developer describes the rules, generates Python code, and ships the first version the same day.

Start with AI, refine with developers

Use AI to scaffold 70-80% of the code, then have engineers polish and harden it. You get speed without sacrificing quality.

Choosing the right approach

Ask these four questions:

1. Do you have developers available? Yes → API or AI. No → Middleware.
2. Is this one-time or ongoing? One-time → AI. Ongoing → Plan for who maintains it.
3. How complex is the logic? Simple if-this-then-that → Middleware. Complex → API or AI.
4. What is your timeline? Need it this week → Middleware or AI. Have a month → API for maximum control.

Integration approach comparison matrix

Factor	Direct API	Middleware	AI Code Generation
Technical skill required	High (developers)	Low (no-code)	Medium (review code)
Setup time	Days to weeks	Hours to days	Hours to days
Customization level	Unlimited	Limited by platform	High
Ongoing maintenance	Code updates needed	Platform manages	Code updates needed
Cost	Development time	Monthly subscription	AI tool + dev time
Performance	Fastest	Good	Fast
Best for	Complex, high-volume	Standard workflows	Custom but quick

Can I combine multiple approaches?

Absolutely. Many teams mix and match:

• Middleware + API: Keep simple automations in middleware while sending high-volume or complex work direct to the API
• AI + Middleware: Let AI build lightweight endpoints, then wire them up via middleware
• Phased approach: Start with middleware for speed, then migrate heavy-duty parts to API later

Migration is always possible

You’re never locked in. Start with middleware to get value quickly, then move to direct API when scale or complexity grows.

• Actions within emails
• Authentication and SSO
• Azure translation services
• Business systems integrations
• Computer AI agents
• Document management
• Email and SMTP
• Extract tasks from meetings
• Handling idempotency
• MCP server
• Middleware
• Open API
• Slack
• Tallyfy analytics
• Webhooks

Recommended next

Pick your path:

• Have developers? Start with the Open API for maximum control and customization.
• Prefer no-code? Explore Middleware platforms to connect Tallyfy without writing code.
• Need insights? Set up Analytics connections for custom reporting and dashboards.
• Move fast? Use AI-powered code generation to scaffold an API integration and iterate.

Related articles

Integrations > Choosing the right integration approach

Choose the right Tallyfy integration approach by understanding when to use direct API integration versus middleware platforms versus AI-powered code generation based on your technical resources complexity requirements and maintenance preferences.

Integrations > Middleware

Middleware platforms like Zapier Make and Power Automate enable non-technical users to automatically connect Tallyfy with other business applications through visual drag-and-drop interfaces without requiring any coding expertise.

Middleware > n8n

N8n is an open-source workflow automation platform that connects Tallyfy with hundreds of business applications through visual workflows offering both cloud-hosted and self-hosted options with flexible HTTP Request and Webhook nodes for seamless integration without vendor lock-in.

Middleware > Integration platforms with Tallyfy

Integration platforms provide ready-made connections error handling and monitoring tools to easily connect Tallyfy with other business software without needing custom code development.