How do I create my first Power Automate flow for Tallyfy?
You can connect Power Automate to Tallyfy in about 10 minutes - and this guide shows you exactly how. We’ll build a real flow that automatically creates Tallyfy tasks whenever you receive specific emails.
Why start with email-to-task automation? It’s practical, you’ll use it immediately, and it teaches the fundamentals you need for more complex integrations.
Prerequisites
Before you start, ensure you have:
Microsoft Power Automate access: You need a license that lets you create flows. Most Microsoft 365 subscriptions include this.
A clear goal for Tallyfy integration: Know what you’re trying to automate - it makes setup much easier.
What scenario will this Power Automate flow accomplish?
Here’s what we’re building: a flow that watches your Outlook inbox for emails with “New Sales Lead Received” in the subject line. When one arrives, it instantly creates a task in your Tallyfy “Lead Follow-Up” template.
No more copying and pasting from emails. No forgotten leads. The flow catches every qualified email and turns it into an actionable task in your procedure template - complete with the email subject and body content. It just works.
Steps to create your first automated flow for Tallyfy
Name your flow and choose a trigger.
In the “Build an automated cloud flow” dialog:
Flow name:New Sales Lead Email to Tallyfy Task.
Search trigger: When a new email arrives.
Select When a new email arrives (V3) (Outlook 365). Click Create.
Configure the email trigger.
The flow designer opens with the email trigger. Click the trigger step to expand it:
Folder: Pick the folder to monitor (usually Inbox).
Click Show advanced options.
Subject Filter: Type exactly what the subject line should contain - for example, New Sales Lead Received. This stops the flow from running on every single email (trust me, you don’t want that).
You can filter by sender or importance too if needed.
Add the Tallyfy action: Create a task.
Click + New step. Search Tallyfy and select the Tallyfy connector. Choose Create a task.
Configure the Tallyfy “Create a task” action.
Once connected, configure the Tallyfy action fields:
Blueprint ID: Select the Tallyfy procedure template for the new task (e.g., “Lead Follow-Up Process”).
Run ID (Optional): If adding to an existing, active Tallyfy process, provide its Run ID. For a new process instance, leave blank if the task is initial or you intend to launch a new process run containing this task.
Tallyfy Tip: For a brand new lead from an email, you’d typically use the “Launch process” action instead - it starts a fresh instance of your “Lead Follow-Up Process” procedure template and maps email details to launch form fields. We’re keeping it simple here by adding to an existing process.
Step Position (Optional): If adding to an existing Tallyfy process with a Run ID, specify step position.
Task Name: Use dynamic content. Select Subject from the email trigger. Prepend text if desired, e.g., New Lead: [Subject].
Task Description: Select Body from email trigger dynamic content to populate the Tallyfy task description.
Assigned To Email (Optional): Hardcode an email or use dynamic content.
Deadline (Optional): Set a deadline. For one day from now, use an expression: addDays(utcNow(), 1).
Save, Test, Flow Checker: Your control panel - save often, test everything.
Testing your Tallyfy-integrated flow
Let’s make sure everything works before you rely on it.
Open the Test pane.
With your flow saved, click Test.
Perform a manual test.
Select Manually, then Test. Power Automate waits for you to trigger the flow (send an email).
Trigger the flow.
Send an email to the monitored inbox with the specified subject (e.g., “New Sales Lead Received”).
Check the flow run history.
Power Automate shows you the results. Green checkmark? Success! Red exclamation? Something went wrong - click the failed step to see what happened. (More details in managing and monitoring flows).
Verify in Tallyfy.
Log into Tallyfy. Check the specified procedure template or process to confirm the new task was created with email details.
Tips for creating flows with Tallyfy
This email-to-task pattern captures every important request in your Tallyfy processes - nothing falls through the cracks.
The Tallyfy connector has other actions too: Launch process (better for starting fresh processes), Update task, and Get task details.
Think about other emails that trigger work in your organization. Support tickets? Purchase orders? They can all flow into Tallyfy automatically.
Need something the connector doesn’t do? Tallyfy’s Open API handles the advanced stuff.
Power Automate enables email automation by monitoring shared mailboxes and triggering Tallyfy actions based on incoming emails while handling attachments and sending automated notifications for streamlined workflow management.
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.
Microsoft Power Automate serves as an integration bridge that connects Tallyfy’s human-centric process management platform with Microsoft ecosystem applications and other business systems to automate data flows and system-to-system tasks while Tallyfy handles workflow management and process tracking.
Instant flows in Power Automate enable users to manually trigger Tallyfy actions like launching processes creating tasks and collecting data through button presses in mobile apps or web portals.
