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Power Automate

Microsoft Power Automate (formerly Flow) is an integration service that connects your Tallyfy processes with the Microsoft ecosystem and other business applications. This extends Tallyfy’s capabilities by automating tasks and data flows between Tallyfy and other systems your organization uses.

Tallyfy serves as your primary platform for defining, managing, and tracking human-centric processes. Power Automate works as a complementary tool to handle system-to-system integrations and automate separate tasks that happen around your Tallyfy workflows, often without extensive coding knowledge.

Use Power Automate for…Use Tallyfy for…
Data movement between systemsHuman workflow management and procedure templates
Automated system processesInteractive task assignment and tracking
Technical integration focusBusiness user experience and process visibility
Event-triggered automation rulesprocess standardization and improvement
Backend system connectivityVisual process tracking and collaboration

Benefits of using Power Automate with Tallyfy include:

  • Data synchronization: Keep information consistent between Tallyfy and other business systems.
  • Automated triggers: Initiate Tallyfy processes or tasks when specific events occur in other applications.
  • Microsoft ecosystem integration: Connect Tallyfy with Office 365, SharePoint, Dynamics, and Teams.
  • form field data processing: Process data submitted in Tallyfy form fields in other systems.
  • Custom notifications: Create advanced notification workflows based on Tallyfy events.

For example, you could automatically start a Tallyfy “New Employee Onboarding” procedure template when a candidate is marked as “Hired” in your HR system, or update a sales CRM when a “Client Proposal” task is completed in Tallyfy. Power Automate provides the bridge for these integrations.

For more perspective on how these platforms compare, you might find some insights on approvals workflows ↗ useful, keeping in mind that Tallyfy offers robust built-in approval capabilities.

Your guide to using Power Automate with Tallyfy

Dive into our complete guide to learn how to harness the potential of Power Automate with your Tallyfy Pro account. From understanding the basics to building advanced automations, these articles will give you the knowledge to streamline your Tallyfy-centric workflows further.

Key considerations when using Tallyfy with Power Automate

  • Authentication: Securely manage your Tallyfy connection in Power Automate. Check how to integrate Tallyfy with Microsoft Power Automate for details on setting up the Tallyfy connector.
  • Tallyfy Connector: Get familiar with the available triggers and actions in the official Tallyfy connector for Power Automate.
  • Tallyfy API & Webhooks: For advanced scenarios not covered by the connector, Tallyfy offers a robust Open API and webhooks that can be used with Power Automate’s HTTP request trigger/action.
  • Error Handling: Set up error handling within your Power Automate flows to manage potential issues gracefully. Check managing and monitoring Power Automate flows.
  • Performance and Limits: Be aware of Power Automate flow execution limits and API call limits for both Tallyfy and other connected services to make sure your automations run smoothly.

By using Power Automate as an integration tool, Tallyfy Pro users can extend the power of their process management platform, creating end-to-end automations that save time and reduce manual effort.

Power Automate > Understanding Power Automate basics

Microsoft Power Automate enables workflow automation by connecting Tallyfy with various business applications through triggers and actions while Tallyfy manages human-centric processes and Power Automate handles system integrations and repetitive micro-tasks.

Power Automate > Creating your first flow in Power Automate

Building your initial automated workflow in Power Automate for Tallyfy integration provides straightforward entry into workflow automation by demonstrating how to create practical flows that connect external events like emails to Tallyfy actions for enhanced workflow efficiency.
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