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Use Microsoft Power Automate

How to set up a connection between Tallyfy and the Microsoft ecosystem

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.

Integration benefits

  • Microsoft ecosystem integration - Connect with Office 365, Dynamics, and other Microsoft products
  • Low-code automation - Visual workflow builder requires minimal technical expertise
  • Bidirectional data flow - Send data to and retrieve information from Tallyfy processes
  • Conditional logic - Build sophisticated decision-based automation flows
  • Enterprise-grade security - Leverage Microsoft’s secure authentication mechanisms

Connection setup process

Establishing the connection between Tallyfy and Power Automate requires a few steps:

  1. Open Microsoft Power Automate and create a new flow
  2. Add an action and search for “Tallyfy”
  3. Select any Tallyfy action from the connector list
  4. When prompted, enter your Tallyfy credentials (Email address and Password).
  5. Authorize the connection to allow Power Automate to access your Tallyfy account

Once configured, this connection is stored securely for use in all your future flows.

Implementation demonstration

The following video provides a comprehensive walkthrough of the integration process:

Additional resources

For official Microsoft documentation on the Tallyfy connector, visit the Microsoft Power Automate Tallyfy Connector Documentation ↗.

Middleware > Power Automate

Microsoft Power Automate enhances Tallyfy workflows by enabling data synchronization automated triggers and system connectivity while maintaining distinct roles for human-centered processes and technical integrations.

Integrations > Middleware

Middleware platforms enable seamless integration between Tallyfy and other business applications through code-free automated connections that handle data transfers error management and workflow synchronization across multiple systems.

Pro > Integrations

Tallyfy offers multiple integration options ranging from simple email connections to advanced API implementations enabling seamless data flow between business systems and automated workflows without manual intervention.
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