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.
Connect Tallyfy to Power Automate
You can connect Tallyfy to Microsoft Power Automate (formerly Flow) in about 5 minutes. This integration service links Tallyfy with the Microsoft ecosystem and hundreds of other business applications - letting you automate workflows between Tallyfy and pretty much everything else you use.
- Connect Tallyfy to the Microsoft ecosystem: Link Tallyfy with Office 365, Dynamics, and other Microsoft products.
- Low-code Tallyfy automations: Use a visual workflow builder to create automations for Tallyfy.
- Bidirectional data flow with Tallyfy: Send data to and retrieve information from your Tallyfy processes.
- Conditional logic for Tallyfy workflows: Build decision-based automation flows that interact with Tallyfy data.
- Leverage existing security: Utilize secure authentication mechanisms for the connection to Tallyfy.
Here’s exactly how to establish the connection between Tallyfy and Power Automate:
- Open Microsoft Power Automate and create a new flow (see creating your first flow).
- Add an action and search for “Tallyfy” to find the Tallyfy connector.
- Select any Tallyfy action from the connector list (e.g., “Launch process,” “Create task”).
- When prompted to create a connection, you will need to provide your Tallyfy credentials:
- Connection Name: Give your connection a descriptive name (e.g., “My Tallyfy Connection”).
- Organization ID: Your Tallyfy Organization ID.
- API Key: An API Key generated from your Tallyfy organization settings > API.
- API Secret: The corresponding API Secret from Tallyfy. (Refer to Tallyfy’s documentation on API access for details on generating keys).
- Authorize the connection to allow Power Automate to access your Tallyfy account.
Once you’ve done this, Power Automate stores your Tallyfy connection securely. You won’t need to re-enter these credentials - just use the same connection in all your future flows.
Watch how the connection process works in this walkthrough video:
Want to go deeper? Check out our documentation on the Tallyfy Open API and webhooks for advanced integration scenarios. While Microsoft provides general documentation on its connectors ↗, Tallyfy’s own resources give you the most specific guidance for getting the most out of Tallyfy features.
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.
Zapier > Connect Tallyfy to Zapier
This guide explains how to authenticate and establish a secure connection between your Tallyfy account and Zapier platform by obtaining your Organization ID from Tallyfy settings and configuring the connection in Zapier to enable automated workflow integrations.
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