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Tallyfy & Zapier

Tallyfy and Zapier

Welcome to Tallyfy - the ultimate task management tool for people-driven processes! Unlike other middleware services, Tallyfy focuses on tasks performed by people, not just automated processes. But don’t worry, you can still integrate with other apps using services like Zapier.

With Zapier, you can seamlessly connect thousands of apps without any coding knowledge. Whether you want to kick off your client onboarding process, create recurring tasks, or track the progress of web form submissions, Zapier and Tallyfy have got you covered.

Here are some ideas to get you started:

  • Win a new client in your CRM? Let Tallyfy handle the onboarding process to make a great first impression.
  • Need to kick off a process regularly? Tallyfy supports recurring processes!
  • Send an email to a special address or use a #hashtag on Slack, Tallyfy can automatically create tasks based on your actions.
  • Collect web form submissions? Pass the data to Tallyfy and track the entire process from start to finish.

Looking for more information on using Tallyfy with Zapier? Check out our support pages:

Ready to streamline your task management? Let’s get started with Tallyfy and make your work life easier.

Middleware > Zapier

Zapier enables users to connect Tallyfy with various apps for automated task management and workflow creation without requiring coding knowledge.

Zapier > Automate tasks in Tallyfy using zaps

Tasks in Tallyfy can be automated through Zaps by selecting triggers sending custom data finding process tasks and marking them complete using Process ID and Task ID obtained from the Find Process Task action.

Zapier > Connect Tallyfy to Zapier

Setting up Zapier with Tallyfy requires copying your Organization ID from Tallyfy settings and entering your credentials in Zapier’s Connected Accounts to establish the connection.
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