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?

Benefit	Description
No Coding Needed	Connect apps without technical API knowledge.
Faster Setup	Often quicker to set up connections than custom coding.
Less Maintenance	The middleware company keeps the connections working.
Visual Building	Design connections using drag-and-drop interfaces.
Many Connections	Access thousands of ready-made connections to popular apps.
Change Data Format	Easily convert data from Tallyfy’s format to another app’s format.
Handles Errors	Often includes ways to automatically retry failed transfers.
Scales Well	Can 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.

Popular Middleware Platforms

Tallyfy works with many middleware tools:

Zapier

Choosing a Tool

Zapier is good for simple connections. For more complex workflows or sending lots of data, consider Make.com or Microsoft Power Automate, which can be more powerful and cost-effective. For full control, developers can use Tallyfy’s Open API.

• 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.

• Stream data to a spreadsheet
• Integrate to your CRM or ERP
• Why use an integration platform (middleware) with Tallyfy
• Power Automate
• Zapier

Related articles

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.

Triggers > Launch via middleware

Middleware platforms enable automated process launches in Tallyfy by connecting external software events to trigger specific workflows and transfer data between systems without coding requirements.

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.

Pro > Integrations

Tallyfy offers multiple integration options ranging from simple email connections to advanced API implementations enabling seamless data flow between business systems and automated workflows without manual intervention.