Zapier

What can you do with Tallyfy’s Zapier integration?

Zapier is a cloud-based integration platform that connects Tallyfy with thousands of popular business applications without requiring coding expertise. By creating automated workflows (called “Zaps”), you can streamline processes across your technology stack.

Considering Integration Alternatives

While Zapier can be useful for simple connections, we generally recommend more capable and cost-effective middleware solutions like n8n, Make, or Microsoft Power Automate for serious integrations.

For maximum control and flexibility, especially if you have development resources, consider using Tallyfy’s Open API to build custom integrations, potentially leveraging AI to generate code for serverless functions.

Key capabilities:

• Trigger processes automatically - Launch Tallyfy workflows based on events in other systems
• Complete tasks programmatically - Mark Tallyfy tasks as complete when external criteria are met
• Capture form data - Send form field submissions to external applications
• Synchronize information - Keep data consistent between Tallyfy and other platforms
• Schedule recurring processes - Set up time-based triggers for regular workflows

Common integration scenarios:

• Launch onboarding processes when new employees are added to HR systems
• Create tasks when new support tickets arrive in your helpdesk
• Send completed form data to CRM or ERP systems
• Notify team members in Slack when critical processes start or complete
• Generate documents when specific tasks are completed

Implementation approach:

1. Connect your Tallyfy account to Zapier
2. Create Zaps using Tallyfy triggers or actions
3. Test your integration with sample data
4. Activate and monitor your automated workflows

Handling File Uploads via Zapier

Currently, directly passing file content from Tallyfy file upload fields to Zapier might have limitations. A common workaround is to use text fields in Tallyfy to store a link to the file (hosted in a system like Google Drive, Dropbox, SharePoint, etc.) and pass this link through Zapier instead of the file itself.

Explore the articles below for detailed setup instructions and specific integration examples.

• Tallyfy & Zapier
• Automate monthly process launch with Zapier
• Automate tasks in Tallyfy using zaps
• Connect Tallyfy to Zapier
• Action to 'Launch Process'
• Troubleshooting Tallyfy-Zapier integration issues

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