Launch on a schedule

Schedule process launches with middleware

You can auto-launch Tallyfy processes on a recurring schedule using middleware tools like Zapier, Make, or Power Automate. Connect a schedule trigger to Tallyfy’s Launch Process action, and they’ll run hands-free.

This guide uses Zapier as an example - the steps are similar in other middleware platforms.

What you’ll need

A Tallyfy account with the template you want to schedule
An account with a middleware service (Zapier, Make, or Power Automate)
Your Tallyfy account connected to that middleware service

Setting it up in Zapier

1. Pick the schedule trigger

Create a new Zap. For the trigger, search for and select Schedule by Zapier.

Zapier schedule automation configuration screen

2. Set your schedule

Configure when the process should launch:

Frequency - Every Day, Every Week, or Every Month
Specific day (e.g., Monday) or date (e.g., 1st of the month)
Time of day

3. Add the Tallyfy action

For the action step, pick the Tallyfy app and choose Launch Process.

4. Configure launch details

Set which process to launch and how:

Select the Tallyfy Template to use
Name the process instance - include the date so each run is unique (e.g., “Weekly Report - {{zap_meta_human_now}}”). Zapier’s {{zap_meta_human_now}} variable inserts the current date/time.
Fill in any kick-off form fields the template requires