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Middleware

Connecting Tallyfy without coding using Middleware

Middleware platforms are online tools (like Zapier, Make, Power Automate) that act as connectors between Tallyfy and other apps your business uses (like CRMs, spreadsheets, email marketing tools, etc.). They let you send information back and forth automatically without needing to write any code.

Why use Middleware?

BenefitDescription
No Coding NeededConnect apps without technical API knowledge.
Faster SetupOften quicker to set up connections than custom coding.
Less MaintenanceThe middleware company keeps the connections working.
Visual BuildingDesign connections using drag-and-drop interfaces.
Many ConnectionsAccess thousands of ready-made connections to popular apps.
Change Data FormatEasily convert data from Tallyfy’s format to another app’s format.
Handles ErrorsOften includes ways to automatically retry failed transfers.
Scales WellCan handle large amounts of data transfer.

Common ways to use Middleware with Tallyfy

  1. Start Tallyfy processes from other apps

    • Automatically launch a Tallyfy process when something happens elsewhere (e.g., a new deal closes in your CRM).
    • Fill in Tallyfy form fields automatically with data from the other app.
    • Assign tasks based on info from the other system.
  2. Send Tallyfy data to other apps

    • Push answers from Tallyfy forms into your CRM, ERP, or spreadsheets.
    • Update other systems when a Tallyfy process reaches a certain point.
    • Keep customer information synchronized between Tallyfy and other tools.
  3. Connect multiple apps together

    • Build workflows that involve Tallyfy and several other applications.
    • Link different business processes that run in different tools.
    • Avoid manually copying information between systems.

Tallyfy works with many middleware tools:

Zapier

  • Good for: Beginners, simple connections.
  • Features: Thousands of app connections, easy visual editor.
  • Downsides: Can be less flexible for complex needs.
  • View Zapier Guide →

Microsoft Power Automate

  • Good for: Companies using Microsoft 365.
  • Features: Strong connection to Microsoft apps, can automate desktop tasks.
  • Downsides: Interface can be more complex, best within Microsoft ecosystem.
  • View Power Automate Guide →

Make.com (formerly Integromat)

  • Good for: Users needing more advanced options.
  • Features: Powerful data handling, visual design for complex flows.
  • Downsides: Can be harder to learn initially.

Workato

  • Good for: Large companies with complex needs.
  • Features: Strong security, good for managing many integrations.
  • Downsides: More expensive, aimed at enterprise users.

Tray.io

  • Good for: Building very complex, multi-step workflows.
  • Features: Handles complex logic and branching well.
  • Downsides: More technical to use.

How to get started

  1. Plan: Figure out exactly what information needs to move between Tallyfy and which other app(s).
  2. Choose: Pick the middleware platform that best fits your needs and technical skill.
  3. Design: Map out the steps: what triggers the data transfer? Where does the data go? Does it need changing?
  4. Build & Test: Create the connection in the middleware tool and test it thoroughly.
  5. Monitor: Keep an eye on it to make sure it keeps working correctly.

The following articles provide more details on using specific middleware tools with Tallyfy.

Middleware > Why use an integration platform with Tallyfy

Integration platforms provide essential infrastructure for connecting Tallyfy with other business systems through pre-built connectors automatic maintenance advanced triggering capabilities and robust error handling features.

Pro > Integrations

Tallyfy offers multiple integration options ranging from developer APIs to no-code middleware platforms enabling seamless connections with external business systems while supporting email notifications chat platforms analytics and language translation capabilities.

Middleware > Zapier

Tallyfy and Zapier integration enables automated workflow connections between multiple business applications through trigger-based actions scheduling and data synchronization without coding requirements.

Zapier > Tallyfy & Zapier

Tallyfy integrates with Zapier to enable comprehensive workflow automation by connecting human-driven processes with business applications through triggers actions and automated task management features.