Integrations

How to connect Tallyfy with your other business systems

Tallyfy can connect with other software your business uses. There are several ways to do this, from simple email connections to custom coding, depending on what you need and your technical resources.

Why integrations matter

Integrations are crucial because they allow Tallyfy to become part of your larger business ecosystem rather than an isolated tool. Without integrations, you’d need to manually transfer data between systems, leading to duplicated effort, delays, and potential errors. Good integrations eliminate these problems by automatically sharing information, triggering actions across systems, and creating a seamless experience for users. This connectivity transforms Tallyfy from a standalone workflow tool into a central hub that coordinates with all your other business applications.

Different ways to connect Tallyfy

Connection Method	Technical Skill Needed	Main Benefit	Best For
Open API	High (Coding)	Total control, custom solutions	Developers building custom integrations
Webhooks	Medium (Some setup)	Real-time updates from Tallyfy	Sending Tallyfy events to other systems
Middleware	Low (No-code tools)	Connecting many apps easily	Connecting apps without coding
Native Integrations	Low	Simple setup for specific apps	Using Tallyfy’s pre-built connections
Email	Very Low	Works with anything	Basic connections, starting processes
Analytics	Medium (SQL/BI Tools)	Deep insights from Tallyfy data	Creating reports and dashboards
Chat Platforms	Low	Manage tasks from chat (e.g., Slack)	Teams using Slack/chat heavily
Azure Translation	Medium (Setup)	Translate content inside Tallyfy	Teams working in multiple languages
Open Source Resources	Medium-High (Coding)	Code examples, community help	Developers looking for code samples

1. Open API (For Developers)

The Tallyfy REST API ↗ lets developers use code to interact with Tallyfy directly. This allows:

• Building custom apps that use Tallyfy data.
• Sending information back and forth between Tallyfy and other systems.
• Automatically managing processes (starting, updating).
• Managing user accounts with code.
• Controlling Tallyfy features through your own programs.

2. Webhooks (Notifications FROM Tallyfy)

Webhooks automatically send information from Tallyfy to other systems when specific things happen (like a task finishing).

• Get instant alerts in other tools when tasks are done.
• Track process progress in other systems.
• Send data collected in Tallyfy forms to other apps automatically.
• Trigger actions in other systems based on Tallyfy events.
• Choose exactly which events (at the template or step level) send out a webhook.

3. Middleware Platforms (Connecting Apps Without Code)

Tools like Zapier, Make, Power Automate, etc., act as bridges connecting Tallyfy to thousands of other apps.

• Use ready-made connections for popular apps.
• Build connections visually (drag-and-drop).
• Change data format between systems.
• Add simple logic (like IF statements) to your connections.
• The middleware platform handles updates and keeping connections working.

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

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. Native Integrations (Built by Tallyfy)

These are specific connections Tallyfy has built to work with certain other platforms.

• Officially supported and tested by Tallyfy.
• Often easier to set up than other methods.
• Designed for common connection needs.
• Kept up-to-date by Tallyfy.
• Get support directly from Tallyfy if issues arise.

5. Email Integration

You can interact with Tallyfy using email:

• Start processes by sending an email to a special Tallyfy address.
• Set up Tallyfy emails to come from your company’s email server (Custom SMTP).
• Use the Tallyfy Gmail add-on to manage tasks from your inbox.
• Works with any standard email system.
• Very easy to set up.

Featured: Gmail plugin ↗ for managing workflows in Gmail.

6. Analytics Connection

Tallyfy Analytics exports your process data so you can analyze it with business intelligence (BI) tools.

• Use standard SQL to query your Tallyfy data (via Amazon Athena).
• Connect reporting tools like Power BI, Tableau, Looker, etc.
• Build custom dashboards and reports.
• Analyze process performance to find bottlenecks.
• Look at historical data and trends.

7. Chat Platform Integration (e.g., Slack)

Connect Tallyfy to your team chat app.

• Create Tallyfy tasks from chat messages.
• Start Tallyfy processes from within the chat app.
• Get Tallyfy status updates posted to chat channels.
• Keep conversations linked to related tasks.
• Improve team visibility on workflows.

Featured: Slack plugin ↗ for managing tasks in Slack.

8. Azure Translation Services

Connect Tallyfy to Microsoft Azure AI to automatically translate content.

• Translate task instructions, comments, etc., in real-time.
• Let team members use Tallyfy in their preferred language.
• Each user can set their own language.
• Uses Microsoft’s AI translation.
• Make processes usable for global teams.

Featured: Content translation for text entered by users.

9. Open Source Resources (For Developers)

Tallyfy provides code examples and tools on GitHub ↗ for developers.

• Sample code for common integration tasks.
• Helper scripts.
• Technical guides.
• Examples to adapt for your own custom solutions.

• Tallyfy Analytics
• Authentication and SSO
• Azure Translation Services
• Email and SMTP
• Middleware
• Webhooks
• Open API
• Slack

Recommended next

Based on your technical expertise and needs, explore one of these integration paths next:

• If you have developers, learn about the Open API for maximum customization.
• If you prefer low-code solutions, check out Middleware platforms to connect Tallyfy with other systems without coding.
• To analyze your workflow data, investigate Analytics connections for reporting and dashboards.

Related articles

Middleware > Why use an integration platform 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.

Integrations > Middleware

Middleware platforms enable seamless integration between Tallyfy and other business applications through code-free automated connections that handle data transfers error management and workflow synchronization across multiple systems.

Open Api > Integrate with Tallyfy using the API

The Tallyfy REST API enables workflow integration through user-based or application-based authentication methods while supporting multi-organization contexts and providing webhooks for event-driven functionality.

Middleware > Zapier

Tallyfy’s Zapier integration enables automated workflow connections with thousands of business apps through triggers actions and data synchronization while alternative middleware solutions offer more robust integration capabilities.