Tallyfy & Zapier
Tallyfy specializes in human-driven process management while leveraging Zapier’s powerful integration capabilities to connect seamlessly with existing business applications.
This strategic combination creates a comprehensive workflow automation platform that intelligently balances human tasks with systematic automation, ensuring optimal efficiency while maintaining human oversight and accountability.
Unlike purely automated middleware platforms, Tallyfy delivers human-centric workflow management capabilities:
- Human-centric workflows - Processes designed for people to complete tasks
- Structured task management - Organized, sequential work assignment
- Process accountability - Clear ownership and tracking of responsibilities
- Cross-application integration - Connecting human tasks with automated systems
- Comprehensive coverage from documentation to automation
Zapier connects Tallyfy with thousands of applications to support various business scenarios:
When a deal is marked as won in your CRM:
- Automatically launch a client onboarding process in Tallyfy
- Assign appropriate team members to specific onboarding tasks
- Track onboarding progress with visibility to all stakeholders
For recurring business activities:
- Configure time-based triggers in Zapier
- Launch standardized processes at predefined intervals
- Maintain consistent execution of important business operations
Transform communications into actionable tasks:
- Create tasks from emails sent to designated addresses
- Convert Slack messages with specific hashtags into structured processes
- Ensure important requests don’t get lost in communication channels
For customer or internal request submissions:
- Pass form submission data directly to Tallyfy
- Launch appropriate handling processes automatically
- Track request fulfillment from submission to completion
To implement these integrations, refer to these detailed guides:
- Connect your Tallyfy account to Zapier - Setup instructions for the initial connection
- Launch a Tallyfy Process with Zapier - Step-by-step guide for process automation
Middleware > Integrate to your CRM or ERP
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