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.
Integrations
Tallyfy connects with your existing business software through multiple methods - from simple email integrations to sophisticated API implementations. You can choose the integration approach that matches your technical resources and business needs.
Organizations of any size can connect Tallyfy to their systems, whether they have developers or prefer no-code solutions. This flexibility transforms Tallyfy into a central hub that coordinates workflows across your entire technology stack.
Integrations transform Tallyfy from a standalone workflow tool into your central business process hub. Without integrations, you’re stuck manually transferring data between systems - wasting time and increasing errors.
Well-designed integrations eliminate these problems. They automatically share information between systems, trigger actions across platforms, and create seamless experiences for your team. Tallyfy becomes the operational backbone that coordinates all your business applications.
| 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 |
The Tallyfy REST API lets developers build custom integrations with 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
The API provides maximum customization for organizations with development resources.
Webhooks automatically send real-time notifications from Tallyfy to external systems when specific events occur - like task completions or process launches. With webhooks, you can:
- 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
Webhooks create reactive automation - external systems respond immediately to Tallyfy events.
Middleware platforms like Zapier, Make, and Power Automate connect Tallyfy to thousands of business applications through visual, drag-and-drop interfaces. These platforms let you:
- 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
Middleware platforms make integration accessible to non-technical users.
Examples: Zapier, Microsoft Power Automate, Make.com, Workato, Tray.io
Computer AI Agents use artificial intelligence to interact with computer interfaces like human users - interpreting screens, clicking buttons, and filling forms automatically. AI Agents are 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
AI Agents bridge the gap between modern workflow automation and legacy system limitations.
Examples: Claude Computer Use, Twin.so, Skyvern, Manus AI
Native integrations are pre-built connections Tallyfy maintains for specific platforms. Benefits include:
- 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
Email integration provides universal compatibility with Tallyfy. You can:
- 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.
Tallyfy Analytics exports process data for analysis with business intelligence tools. This integration enables you to:
- 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
Connect Tallyfy to your team chat platforms for seamless collaboration:
- 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.
Connect Tallyfy to Microsoft Azure AI for automatic content translation:
- 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.
Tallyfy provides code examples and tools on GitHub ↗ to help developers build integrations:
- Sample code for common integration tasks
- Helper scripts and utilities
- Technical implementation guides
- Examples you can adapt for custom solutions
When building integrations with Tallyfy’s API or webhooks, you must handle duplicate events properly. Here’s why:
- 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 to build reliable integrations.
- Authentication and SSO
- Azure Translation Services
- Business systems integrations
- Computer AI Agents
- Email and SMTP
- Exploring interactive email actions
- Handling idempotency in webhooks and API
- MCP Server
- Middleware
- Open API
- Slack
- Tallyfy Analytics
- Webhooks
Choose your integration path based on your technical resources:
- 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.
Tallyfy webhooks enable real-time system integration by automatically sending structured JSON messages to external systems whenever specific workflow events occur eliminating the need for constant polling and transforming Tallyfy into a reactive automation hub that triggers immediate actions across your entire technology ecosystem.
Microsoft Power Automate serves as an integration bridge that connects Tallyfy’s human-centric process management platform with Microsoft ecosystem applications and other business systems to automate data flows and system-to-system tasks while Tallyfy handles workflow management and process tracking.
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.
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