Set theme to dark (⇧+D)

How to schedule a process automatically

Are you ready to take your process automation game to the next level? With Tallyfy, you can now schedule your processes to launch automatically using middleware like Zapier or Microsoft Flow. Say goodbye to tedious manual work and let Tallyfy do the heavy lifting for you!

Here’s a simple guide to help you get started:

  1. Choose Your Middleware: First, decide which middleware tool you want to use - Zapier or Microsoft Flow. Both options are excellent choices, so go with the one that suits your needs best.

  2. Set Up Your Account: If you haven’t already, sign up for an account with your chosen middleware tool. Follow their instructions to set up your account and get familiar with their features.

  3. Connect Tallyfy to Your Middleware: In Tallyfy, go to the “Integrations” section and find the middleware integration option. Follow the prompts to connect Tallyfy with your middleware tool. This will allow Tallyfy to communicate with the middleware and trigger your processes.

  4. Schedule Your Process: Now comes the fun part! In Tallyfy, go to the process you want to schedule and open it. Look for the “Schedule” option and click on it. Select the desired frequency and time for your process to launch.

  5. Configure the Middleware: Next, you’ll need to configure your middleware tool to receive the trigger from Tallyfy and launch the process. Each middleware tool has its own setup process, so follow the instructions provided to set it up correctly.

  6. Test it Out: Before you go live, test your scheduled process to ensure everything is working as expected. Run a few test scenarios to verify that your process is triggered at the scheduled time.

That’s it! You’ve successfully scheduled a process to launch using middleware with Tallyfy. Sit back, relax, and watch as Tallyfy automates your processes, saving you time and effort.