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.
Integrations
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.
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.
| 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 |
| 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 |
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.
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.
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
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.
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.
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.
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.
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.
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.
- Authentication and SSO
- Azure Translation Services
- Computer AI Agents
- Email and SMTP
- Exploring interactive email actions
- Middleware
- Open API
- Slack
- Tallyfy Analytics
- Webhooks
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.
Middleware > Why use an integration platform (middleware) 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.
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.
Enhance Tallyfy workflows with Power Automate for data synchronization, automated triggers, and system connectivity.
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