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Make

Visual workflow automation with Make

Make (formerly Integromat) is a powerful visual integration platform that connects Tallyfy with hundreds of business applications. Using scenario-based workflows, you can automate complex multi-step processes across your entire technology stack.

Key capabilities

  • Trigger processes automatically - Launch workflows based on events in connected applications
  • Complete tasks programmatically - Mark tasks as complete when external conditions are met
  • Capture form data - Send form field submissions to external systems
  • Visual scenario builder - Create complex multi-step automations with an intuitive drag-and-drop interface
  • Advanced data transformation - Use built-in functions to transform and route data between applications

Why choose Make for Tallyfy integrations?

Make offers several advantages for connecting Tallyfy with other systems:

  • Flexible pricing - Various pricing tiers available based on usage and scenario complexity
  • Visual debugging - See exactly how data flows through your scenarios
  • Error handling - Built-in error handling and retry mechanisms
  • Data transformation - Powerful functions for manipulating data between steps
  • Scheduling flexibility - Run scenarios on demand, on 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 complete
  • Synchronize data between Tallyfy and your business applications

Getting started with Make

  1. Create a Make account at make.com
  2. Connect Tallyfy using the Open API
  3. Build scenarios using HTTP modules or custom apps
  4. Test your integration with sample data
  5. Activate and monitor your automated workflows

For maximum flexibility, use Tallyfy’s Open API with Make’s HTTP module to build custom integrations tailored to your specific requirements.

Integrations > Middleware

Middleware platforms like Zapier Make and Power Automate enable non-technical users to connect Tallyfy with thousands of business applications through visual drag-and-drop interfaces that eliminate coding requirements while providing features like automatic error handling and data transformation for smooth workflow automation across multiple systems.

Pro > Integrations

Tallyfy integrates with existing business software through multiple methods including APIs webhooks middleware platforms email connections and AI agents allowing teams to automate data sharing trigger cross-platform actions and maintain system synchronization without manual copying and pasting.

Triggers > Launch via middleware

Middleware platforms enable automatic Tallyfy process launches by watching for events in external applications and smoothly transferring data to create workflows without manual intervention or coding requirements.

Middleware > Power Automate

Microsoft Power Automate serves as an integration bridge that connects Tallyfy’s human-centric workflow management with the broader Microsoft ecosystem and other business applications to automate data synchronization and system-to-system tasks without requiring extensive coding knowledge.