Celigo

Planned Celigo integration for Tallyfy workflows

Celigo’s integrator.io platform specializes in connecting enterprise systems - particularly NetSuite, Salesforce, and other business applications. Celigo added initial Tallyfy connector support in their 2023.5.1 release, providing basic API operations. The upcoming native connector will expand these capabilities, enabling organizations to automate complex workflows that span multiple systems with full process management integration.

How the Tallyfy-Celigo connector will work

The planned integration will leverage Celigo’s universal HTTP connector architecture and API management capabilities to create bidirectional data flows between Tallyfy and your other business systems.

Key integration patterns we’re designing:

Process triggers from business events - Sales orders in NetSuite automatically launch approval workflows in Tallyfy
Task completion webhooks - Completed Tallyfy tasks update records in connected systems through Celigo flows
Data synchronization - Keep process data synchronized across Tallyfy, your ERP, CRM, and other platforms
Automated assignments - Use Celigo’s data transformations to dynamically assign Tallyfy tasks based on business rules

Planned connector capabilities

Our Celigo connector will support these core functions:

Process automation:

Launch Tallyfy processes from any Celigo-connected application
Trigger processes based on business events (new customer, order threshold, contract renewal)
Pass data from source systems into Tallyfy kick-off forms
Handle complex conditional logic using Celigo’s flow builder

Task management:

Complete tasks programmatically when conditions are met in other systems
Reassign tasks based on workload or availability data
Update task form fields with data from integrated applications
Create comments and track issues across platforms

Data operations:

Export process metrics to data warehouses through Celigo
Synchronize master data between Tallyfy and business systems
Transform data formats using Celigo’s mapping capabilities
Maintain audit trails across all connected applications

Architecture overview

The connector will utilize Celigo’s SmartConnector framework:

Your Systems → Celigo Platform → Tallyfy API
    ↓              ↓                  ↓
NetSuite      Data Transform    Process Launch
Salesforce    Field Mapping     Task Updates
Shopify       Error Handling    Data Export
Custom Apps   Retry Logic       Webhooks

Authentication approach:

OAuth 2.0 bearer tokens for secure API access
Encrypted credential storage in Celigo’s platform
Support for multiple Tallyfy organizations
Rate limit management and automatic retries

Implementation scenarios

Order-to-fulfillment workflow: When a high-value order enters NetSuite, Celigo triggers a Tallyfy approval process. The process routes through finance review, credit check, and management approval. Each approval in Tallyfy updates the order status in NetSuite through Celigo’s bidirectional sync.

Employee onboarding automation: New employee records in your HRIS system trigger comprehensive onboarding processes in Tallyfy. Celigo orchestrates data flow between HR systems, IT provisioning tools, and Tallyfy’s task management - ensuring nothing falls through the cracks.

Customer escalation handling: Support tickets reaching priority thresholds in your CRM automatically launch Tallyfy escalation workflows. Celigo maintains synchronization between ticket status, Tallyfy task progress, and customer communication platforms.

Practical implementation examples

Creating a task via Celigo:

// Celigo flow configuration for task creation
{
  "operation": "create_task",
  "connection": "tallyfy_oauth",
  "mapping": {
    "name": "{{source.task_title}}",
    "description": "{{source.task_description}}",
    "assignee": "{{source.assigned_user}}",
    "due_date": "{{source.deadline}}"
  }
}

Launching a process from external trigger:

// Trigger Tallyfy process when CRM opportunity closes
{
  "operation": "create_process",
  "blueprint_id": "customer_onboarding_v2",
  "kickoff_data": {
    "customer_name": "{{crm.account_name}}",
    "contract_value": "{{crm.deal_amount}}",
    "start_date": "{{crm.close_date}}"
  }
}

Developer program and marketplace listing

Celigo enables third-party developers to create and publish connectors through their developer program. Once enrolled, you can:

Access integration app development tools
Build custom Tallyfy connectors using REST API
Package and publish solutions to Celigo’s marketplace
Support OAuth 2.0 and token-based authentication
Handle webhook events for real-time triggers

To get started, contact Celigo to enroll in their Third-Party Developer Program, which grants access to create and publish integration templates.

Authentication options for developers

Personal Access Token:

Quick development approach using user API tokens
Navigate to Settings > Integrations > REST API in Tallyfy
Copy your access token for immediate use
Token acts on behalf of the user account

OAuth 2.0 (Recommended for production):

Best for public connectors with customer authorization
Contact Tallyfy support for Client ID and Client Secret
Supports granular permission scopes
Handles token refresh automatically
Encrypted credential storage in Celigo

Building custom integrations today

While waiting for the native connector, you can integrate Tallyfy with Celigo using these approaches:

Universal HTTP connector:

Create a new HTTP connection in Celigo
Configure authentication using Tallyfy API tokens
Map Tallyfy’s REST endpoints for processes and tasks
Build flows using Celigo’s visual interface

Webhook intermediary pattern:

Set up Tallyfy webhooks to send events to a middleware endpoint
Configure Celigo to poll or receive these events
Process events through Celigo flows to update connected systems
Use Celigo’s API management to create reusable integration endpoints

Real-time triggers with webhooks:

Configure webhook listeners in Celigo for Tallyfy events
React to task completions, process launches, status changes
Celigo generates unique URLs to receive webhook payloads
Combine with scheduled exports for reliable event processing
Enable bidirectional sync between Tallyfy and other systems

Core Tallyfy API endpoints:

POST /api/v1/processes - Launch new processes from blueprints
POST /api/v1/tasks - Create standalone tasks
GET /api/v1/tasks - Retrieve task details and status
PUT /api/v1/tasks/{id} - Update task status or mark complete
POST /api/v1/webhooks - Configure real-time event notifications
GET /api/v1/blueprints - List available process templates
POST /api/v1/runs - Create process instances (alternative endpoint)

API terminology mapping:

“Blueprints” in UI = “Checklists” in API
“Processes” in UI = “Runs” in API
“Templates” in UI = “Blueprints” in API

Technical requirements

To prepare for the Celigo integration:

Tallyfy configuration:

API access enabled in your Tallyfy organization
REST API token or OAuth credentials obtained
Webhook endpoints configured for relevant events
Process templates designed with integration fields
User permissions set for system accounts
Review API documentation at go.tallyfy.com/api

Celigo platform setup:

integrator.io account with appropriate licensing
Universal connector permissions enabled
API rate limits configured for Tallyfy endpoints
Error handling and alerting rules defined

Why Celigo for workflow automation

Celigo brings unique strengths to process automation:

Pre-built connectors - 200+ applications already integrated
Enterprise scale - Handles millions of transactions daily
Error recovery - Automatic detection and resolution of data issues
Visual flow builder - No-code integration design for business users

Combined with Tallyfy’s process management, you get end-to-end automation across your entire technology stack.

Certification and marketplace publication

For developers creating custom Tallyfy connectors:

Publishing process:

Build and test integration flows in Celigo
Package as an Integration App with clear naming
Include Tallyfy logo and comprehensive description
Enable published status in Integration Apps settings
Schedule certification demo with Celigo’s product team
Receive approval for marketplace listing

Testing recommendations:

Verify all core actions (create task, complete task, launch process)
Test both OAuth and token authentication methods
Implement error handling and retry logic
Use separate sandbox account for development
Document all supported API operations

Getting early access

The official Tallyfy-Celigo connector is under development. To participate:

Contact Tallyfy support to join the beta program
Request OAuth credentials for connector development
Share your specific use cases and integration requirements
Provide feedback on the planned capabilities outlined above

We’re particularly interested in hearing about:

Your current Celigo integrations that could benefit from workflow automation
Specific data fields you need to synchronize
Volume and frequency of process launches you anticipate
Complex routing rules or conditional logic requirements

Middleware > Workato

Tallyfy is developing a native Workato connector that will enable enterprise-scale workflow automation by connecting business systems through bidirectional data flows process triggers and task orchestration while developers can currently build custom integrations using Workato’s Connector SDK and Tallyfy’s REST API.

Pro > Integrations

Tallyfy connects with existing business software through multiple methods including email integrations API implementations webhooks middleware platforms AI agents native integrations analytics connections chat platform tools and Azure translation services allowing teams to choose the approach that best fits their technical capabilities and integration needs.

Middleware > Integrate to your CRM or ERP

Tallyfy bridges the critical gap between CRM stages by orchestrating the dozens of micro-tasks that determine whether deals progress smoothly or stall through automated conditional workflows that handle complex operational processes CRMs cannot manage while connecting teams across systems and maintaining complete audit trails.

Integrations > Vendor integrations

Vendor-specific integrations connect Tallyfy directly with popular business applications through native connectors enabling seamless workflow automation task synchronization and data exchange without requiring middleware platforms or custom API development

Get in touch

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