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Visual workflow automation with Make

Section titled “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 ↗.

Make’s official Tallyfy connector covers core actions like these:

  • 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?

Section titled “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

Section titled “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

Using Make’s HTTP module for anything beyond the connector

Section titled “Using Make’s HTTP module for anything beyond the connector”

The official connector handles the common actions. For an endpoint it does not expose, use Make’s built-in HTTP module to call Tallyfy’s REST API directly. This covers the same launch, complete, and update actions, wired by hand:

  1. Create a Make account at make.com.
  2. Add an HTTP module to your scenario.
  3. Authenticate with your Tallyfy API token and Organization ID, both found in Settings > Integrations > REST API.
  4. Point each request at the Tallyfy API endpoint you need, then map your data into it.
  5. Test with sample data, then activate the scenario.

For the common actions, the official Make-maintained connector already handles this wiring for you. Use the HTTP module for anything it does not yet cover.

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Tallyfy connects with your existing business software through many methods, from a full REST API…
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