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Connector capability matrix

The same core actions across every connector

Section titled “The same core actions across every connector”

Tallyfy has prepared one common action set across all six middleware connectors, so whichever platform you end up on, you get the same building blocks for tasks, processes, templates, forms, and more.

What every connector will cover

Section titled “What every connector will cover”

The shared set spans ten action categories. Each maps to real Tallyfy REST API capabilities.

CategoryWhat it covers
Users and guestsInvite members, read and list users, change roles, enable or disable accounts, create and update guests
GroupsCreate, read, update, and delete groups
TasksCreate standalone tasks, complete tasks (including approvals), update, reopen, and read tasks; list your tasks or a process’s tasks
ProcessesLaunch a process from a template, read, update, archive, reactivate, and list processes
TemplatesRead, list, create, clone, update, and delete templates; manage kick-off form fields
Form fieldsAdd, update, move, delete, and reorder step form fields and kick-off fields
Comments and issuesAdd comments, edit or delete comments, report an issue on a task, and resolve an issue
TagsCreate, update, and delete tags; tag or untag templates and processes
FoldersCreate, update, and delete folders; move templates and processes in and out of folders
SearchKeyword search across tasks, processes, templates, snippets, or everything at once

Two kinds of triggers

Section titled “Two kinds of triggers”

Every connector offers the same triggers in two flavors. Polling triggers work everywhere today. Instant (webhook) triggers push events the moment they happen: they are live in Zapier and n8n, built into the Workato and Power Automate connectors, and part of the prepared Celigo and Make sets.

Polling triggers check Tallyfy on a schedule (typically every few minutes) and de-duplicate by record id, so you never see the same item twice. That is near real time, not instant. The shared polling set:

  1. New process launched - fires when a process starts, optionally scoped to one template.
  2. Task completed - fires when a task is marked complete.
  3. Task assigned to you (new task) - fires when a new task lands in your queue.
  4. Comment or issue added - fires when a comment or a reported issue appears on a watched task or process.

Workato adds a fifth polling trigger, Process completed, which fires when a whole process reaches completed status.

Instant (webhook) triggers

Section titled “Instant (webhook) triggers”

Instant triggers skip the wait. Tallyfy pushes each event to your connector the moment it happens, so a Zap, recipe, or flow starts in real time instead of on the next poll. The connector registers one organization-wide webhook subscription through Tallyfy’s watcher API, and Tallyfy posts every event to it.

Two things to know before you rely on them:

  • They need an organization admin connection. Registering an organization webhook requires an admin account. Connect as a non-admin and Tallyfy returns a permission error, so use the matching polling trigger instead.
  • They depend on Tallyfy’s organization-webhook backend, which is rolling out. The triggers ship in the connectors, but the backend that delivers the events is still reaching every production organization. Until yours has it enabled, an instant trigger may not fire. Use the polling trigger meanwhile, then switch once it is on.

The events fire on the same moments across connectors: a process is launched or completed, a task is completed or assigned, and a comment or issue is added or resolved. What each connector calls them:

ConnectorInstant (webhook) triggers
ZapierNew Process Launched, Process Completed, New Task Assigned, Task Completed, New Comment or Issue on a Task (5 triggers, live)
n8nOne Tallyfy Trigger node in Instant (Webhook) mode, covering 7 events: process launched, process completed, task completed, task assigned, comment added, issue raised, issue resolved (live)
WorkatoNew process launched, Process completed, Task completed, New task assigned, New comment or issue (5 triggers, built)
Power AutomateProcess launched, Process completed, Task completed, Task assigned, Comment or issue (5 triggers built, awaiting Microsoft certification)
CeligoProcess launched, process completed, task assigned, task completed, comment or issue (5 webhook flows)
Make.comNew Process Launched, Process Completed, Task Completed, New Task Assigned, New Comment or Issue (5 triggers)

Coverage by connector

Section titled “Coverage by connector”

The counts below are each platform’s own native operation unit for the prepared set. One Tallyfy action can appear as several native operations (or the reverse), so the raw numbers are not identical across platforms. What matters is that every connector is being brought to the same capability categories and the same core triggers listed above. Zapier and n8n already expose their full prepared set. Power Automate is live too, but only with its original certified set (13 actions, no triggers); its expanded set below is built and waiting on Microsoft certification, so it is not in the published connector yet.

ConnectorStatusPrepared actionsTriggersAuthenticationSetup guide
n8nLive96 operations across 12 resources4 polling + instant (7 events)OAuth 2.0n8n guide
ZapierLive52 create plus 28 search actions4 polling + 5 instantOAuth 2.0Zapier guide
Power AutomateLive (original set)83 built, 13 live today4 polling + 5 webhook built, 0 live yetOAuth 2.0Power Automate guide
WorkatoIn development82 actions5 polling + 5 instantOAuth 2.0Workato guide
CeligoLive (Celigo-maintained); expansion proposed86 flows prepared; live set is smaller4 polling + 5 instantAPI token or OAuth 2.0Celigo guide
Make.comLive (Make-maintained); expansion proposed90 modules prepared (81 actions plus 4 polling and 5 instant triggers); live set is smaller4 polling + 5 instantTallyfy API tokenMake guide

Make’s and Celigo’s official connectors are built and maintained by those vendors, not by Tallyfy, and are live today; the fuller module sets in the table above are a proposed expansion Tallyfy would coordinate with each vendor, not a self-serve publish. Once Workato is published too, all six will cover the same core actions, so you can pick the platform that best fits the rest of your stack rather than choosing on Tallyfy coverage alone. If you need something that works today, Zapier, n8n, Make, and Celigo already give you a working connector, and Power Automate ships its original certified actions. For help deciding, see why use an integration platform.

AI-native access (Tallyfy MCP)

Section titled “AI-native access (Tallyfy MCP)”

If you would rather skip point-to-point connectors, the Tallyfy MCP server lets an AI assistant (ChatGPT, Claude, Gemini, or Microsoft Copilot) call these same actions in plain English, with no recipe to build. It exposes more than 100 Tallyfy tools and respects your existing permissions on every action. See the MCP server guide, or BYO AI for the simplest setup using an AI subscription you already pay for.

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