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Tallyfy

Make

Visual workflow automation with Make

Make (formerly Integromat) is a visual integration platform that connects Tallyfy with hundreds of business applications. You build scenario-based workflows to automate multi-step processes across your apps - no coding required. For more on workflow automation, see the workflow automation guide ↗.

Tallyfy provides a dedicated Make.com custom app with these built-in actions:

  • Start process - Launch a new process from any template, with kick-off form data
  • Complete task - Mark tasks as done and submit form field data
  • Update task - Change task name, deadline, or assignees (members, guests, groups)
  • Add comment - Post comments or report problems on tasks
  • Get process / List tasks - Pull process details or retrieve your assigned tasks
  • Watch new tasks - Webhook trigger that fires when tasks get assigned to you

Why use Make with Tallyfy?

  • Visual debugging - See exactly how data flows through each scenario step
  • Built-in error handling - Automatic retries and error routes keep things running
  • Data transformation - Built-in functions reshape data between steps
  • Flexible scheduling - Run scenarios on demand, on a schedule, or triggered by events

Common integration scenarios

  • Launch onboarding processes when new records appear in HR systems
  • Create tasks when support tickets arrive in helpdesk platforms
  • Send completed form data to CRM or ERP systems
  • Notify teams in Slack or Microsoft Teams when critical processes finish

Getting started

  1. Create a Make account at make.com
  2. Add the Tallyfy custom app to your scenario
  3. Connect using your Tallyfy API token and Organization ID (you’ll find these in Settings)
  4. Pick an action - like Start Process - and configure it
  5. Test your scenario with sample data, then activate it

You can also use Tallyfy’s Open API with Make’s HTTP module for custom calls beyond what the built-in app covers.

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