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Tallyfy

Tallyfy and Zapier

Improve task management with Tallyfy and Zapier

Tallyfy handles the human side of process management - the parts that need judgment, creativity, and decision-making. Zapier handles the robotic stuff. Together, they connect your existing business applications without forcing everything into rigid automation.

Here’s what you get: a workflow platform that knows when to automate and when to keep humans in control. Your team completes tasks that matter while integrations handle the repetitive grunt work.

What unique value does Tallyfy provide compared to automation-only solutions?

Pure automation platforms can’t handle what humans do best - think, judge, and adapt. Tallyfy fills that gap:

  • Human-centric workflows - Processes built around people completing tasks, not robots
  • Structured task management - Work flows in logical order, not chaos
  • Process accountability - You know exactly who’s responsible for what
  • Cross-application integration - Human decisions trigger automated actions across your tech stack
  • Complete workflow coverage - From initial documentation through final automation

Key integration use cases

Want to see this in action? Zapier connects Tallyfy with thousands of applications. Here are the patterns that actually work:

1. CRM-triggered onboarding

Deal closes in your CRM. What happens next?

  • Tallyfy instantly launches your client onboarding process
  • The right team members get their tasks assigned automatically
  • Everyone sees progress in real-time - no more “what’s the status?” emails

2. Scheduled process execution

Got weekly reports? Monthly audits? Quarterly reviews?

  • Set up time-based triggers in Zapier (takes 2 minutes)
  • Tallyfy launches your processes exactly when needed
  • Never miss another recurring task again

3. Communication-based task creation

Stop losing important requests in email and Slack:

  • Send an email to support@yourcompany.com? It becomes a task in Tallyfy
  • Type #urgent in Slack? A new process kicks off automatically
  • Nothing falls through the cracks anymore

4. Web form process tracking

Customer fills out your web form. Then what?

  • Form data flows straight into Tallyfy
  • The right process launches based on the request type
  • You track everything from “submitted” to “done” - full visibility

Implementation resources

Ready to build these integrations? Start here:

Middleware > Zapier

Tallyfy integrates with Zapier to automatically trigger processes and complete tasks based on events in thousands of other business applications while enabling data synchronization and scheduled workflows across your technology stack.

Integrations > Middleware

Middleware platforms like Zapier Make and Power Automate enable non-technical users to connect Tallyfy with thousands of business applications through visual drag-and-drop interfaces that eliminate coding requirements while providing features like automatic error handling and data transformation for smooth workflow automation across multiple systems.

Middleware > Integrate to your CRM or ERP

Tallyfy connects to CRM and ERP systems to bridge the gap between sales stages and the dozens of micro-tasks that must happen between each transition ensuring complex operational workflows run smoothly while maintaining detailed audit trails and cross-team collaboration that traditional CRM systems cannot provide.

Zapier > Automate tasks using Zapier

This guide explains how to automate Tallyfy task completion through Zapier by either using an existing task ID or first finding the task via template and process name then marking it complete through the API.
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