Microsoft Entra ID (formerly Azure Active Directory) is Microsoft’s cloud-based identity service. If you’re using Entra ID, Power Automate becomes an incredibly handy tool for automating those repetitive identity admin tasks. This really shines when you’re managing Tallyfy members and their access - especially if you’ve set up Entra ID for Single Sign-On (SSO) with Tallyfy.
Introduction to Entra ID automation for Tallyfy
Want to save hours on user management? Automating Entra ID tasks with Power Automate speeds up everything Tallyfy-related: onboarding new users who need access, removing people when they leave, managing which groups get which Tallyfy roles, and pulling those compliance reports your auditors keep asking for.
Relevance to Tallyfy:
Managing Tallyfy members: When your Tallyfy member list syncs with Entra ID groups, Power Automate handles the heavy lifting - adding and removing users automatically. No more manual updates!
Automating Tallyfy access via SSO: Link Tallyfy SSO to specific Entra ID security groups, then let Power Automate manage who’s in those groups. It’s that simple.
Reporting for Tallyfy compliance: Need to know who has Tallyfy access for your quarterly review? Generate reports on Entra ID group membership in seconds instead of hours.
Key Entra ID actions in Power Automate for Tallyfy integration
Here’s what Power Automate gives you for working with Entra ID and Tallyfy:
Entra ID Connector: Your main tool for user and group operations that affect Tallyfy access. For the basics on connectors, check out understanding Power Automate basics.
Get user profile (V2) and Get manager (V2): Pull user details to make smart Tallyfy task assignments.
Create user, Update user, Delete user: Automate the entire user lifecycle - when someone joins, changes roles, or leaves.
Add user to group, Remove user from group: Control who gets into those Entra ID groups that grant Tallyfy access. Works like a charm.
List group members, List users: Perfect for those “who has access to what” reports.
Office 365 Groups Connector: Handy if you’re using Microsoft 365 Groups to organize teams that need Tallyfy access.
HTTP with Microsoft Graph API (Advanced): Need something the standard connectors can’t do? Like pulling custom user attributes for Tallyfy role assignments? The HTTP action with Graph API has you covered. More details in connecting Power Automate to external data.
Example: new Tallyfy member added to an Entra ID group
Scenario: You want new Tallyfy members from Sales automatically added to your “Tallyfy Users” Entra ID security group. No manual work required.
This example assumes you have a way to trigger the flow when someone new joins Tallyfy. Could be a Tallyfy webhook (if available for new member events), an HR system trigger, or - for this demo - a simple manual trigger.
Trigger: Manually trigger a flow (for demonstration).
Add input fields: User Email (Text), Job Title (Text).
(In a real scenario, this data might come from Tallyfy or an HR system).
Action: Entra ID - “Get user (V2)”.
User UPN or ID: Use the User Email dynamic content from the trigger. This pulls the user’s complete Entra ID profile - you’ll need that Object ID for group management.
Value 1: Dynamic content Job Title from the trigger.
Operator:contains (or is equal to if titles are exact).
Value 2:Sales.
IF YES Branch: Action: Entra ID - “Add user to group”.
Group Id: The Object ID of your “Tallyfy Sales Users” Entra ID security group. (Find it in Azure portal: Microsoft Entra ID > Groups > select your group > copy the Object ID).
User Id: Use the Id (Object ID) dynamic content from the “Get user (V2)” action output.
Example: reporting on Entra ID users for Tallyfy access review
Scenario: Every month, you need a CSV report of everyone in your “Tallyfy General Access” Entra ID group. Let’s automate it and email it straight to whoever needs it.
Trigger: Recurrence.
Set the Interval to 1 and Frequency to Month.
Configure a specific day and time.
Action: Entra ID - “List group members”.
Group Id: Drop in the Object ID of your “Tallyfy General Access” Entra ID group.
From: Use the value dynamic content from “List group members” (it’s an array of users).
Columns: Choose Custom.
Header 1: UserPrincipalName, Value 1: Select User Principal Name from the dynamic content.
Header 2: DisplayName, Value 2: Select Display Name from the dynamic content.
Action: “Send an email (V2)” (Outlook 365).
To: Administrator’s email address.
Subject:Monthly Tallyfy User Access Review Report.
Body:Here's the monthly report of users in the 'Tallyfy General Access' group.
Click Show advanced options.
Attachments Name - 1:TallyfyUserReport.csv.
Attachments Content - 1: Use the Output dynamic content from the “Create CSV table” action.
Save and test your flow.
Using the HTTP connector for advanced Entra ID tasks affecting Tallyfy (brief overview)
Hit a wall with the standard Entra ID connector? Maybe you need to pull specific user properties for Tallyfy role assignments. The HTTP action with Microsoft Graph API is your answer. We dive deeper into this in connecting Power Automate to external data.
Here’s what you’ll need to tackle:
App Registration in Entra ID: Set up an app registration with the right API permissions for Tallyfy user data.
Authentication Details: Keep those credentials secure in your HTTP action.
HTTP Action Configuration: Configure the method, URI, headers, and body for your Graph API calls.
Parse JSON Action: Turn that JSON response into something your flow can actually use.
Yes, it’s more complex - you’ll need to understand Entra ID app registrations and Graph API. But the flexibility? Worth it.
Tips for Tallyfy and Entra ID automation
Permissions: Give your API permissions and service accounts only what they absolutely need. Nothing more.
Use group IDs: Display names change, Object IDs don’t. Always use the Group Object ID in your flows.
Testing: If regular users will run these flows, test with their permissions - not your admin account.
User lifecycle: Hook into Entra ID lifecycle events to automatically provision and deprovision Tallyfy members. Especially powerful with SSO.
This guide walks through connecting Microsoft Entra ID to Tallyfy for single sign-on authentication by creating an enterprise application in Azure Portal and configuring SAML settings with attribute mappings while coordinating with Tallyfy Support to exchange metadata and enable automatic user provisioning.
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.
This guide explains how to connect Tallyfy to Microsoft Power Automate in about five minutes by creating a new flow and configuring the Tallyfy connector with your organization ID and API credentials to enable automated workflows between Tallyfy and Microsoft ecosystem applications.
This guide covers managing Power Automate flows integrated with Tallyfy including sharing flows with co-owners for team collaboration and business continuity and exporting/importing flows for backups and environment migrations and monitoring run history to track automation success and troubleshooting common issues like authentication errors and API throttling while following best practices such as clear naming and regular reviews and documentation.