Power Automate

How to leverage Microsoft’s integration platform with your Tallyfy workflows

Microsoft Power Automate (formerly Flow) is an enterprise integration platform that connects Tallyfy with the Microsoft ecosystem and hundreds of other business applications. This integration leverages the complementary strengths of both platforms.

Complementary capabilities

Microsoft Power Automate	Tallyfy
Data movement between systems	Human workflow management
Automated system processes	Interactive task assignment
Technical integration focus	Business user experience
Event-triggered automation	Process standardization
Backend system connectivity	Visual process tracking

Integration benefits

Power Automate complements Tallyfy by providing:

• Data synchronization - Keep information consistent across business systems
• Automated triggers - Initiate Tallyfy processes when specific events occur
• Microsoft ecosystem integration - Connect with Office 365, SharePoint, and Dynamics
• Form data processing - Process Tallyfy form submissions in other systems
• Custom notifications - Create advanced notification workflows

Use case recommendations

For optimal results, use each platform for its strengths:

• Use Tallyfy for - Human-centered workflows, process standardization, and visual tracking of work in progress
• Use Power Automate for - System-to-system automation, data transformation, and integrating Tallyfy with other applications

Additional resources

For a detailed analysis of using these platforms together, see our comparative analysis ↗ of Power Automate and Tallyfy for approvals workflows.

• Use Microsoft Power Automate

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