Tallyfy & Zapier

Enhancing Task Management with Zapier Integration

Tallyfy specializes in managing people-driven processes while leveraging Zapier’s integration capabilities to connect with your existing business applications. This combination provides a powerful platform for comprehensive workflow automation that balances human tasks with system automation.

Considering Integration Alternatives

While Zapier can be useful for simple connections, we generally recommend more robust 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.

Unique Value Proposition

Unlike purely automated middleware solutions, Tallyfy focuses on:

• 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

Key Integration Use Cases

Zapier connects Tallyfy with thousands of applications to support various business scenarios:

1. CRM-Triggered Onboarding

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

2. Scheduled Process Execution

For recurring business activities:

• Configure time-based triggers in Zapier
• Launch standardized processes at predefined intervals
• Maintain consistent execution of important business operations

3. Communication-Based Task Creation

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

4. Web Form Process Tracking

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

Implementation Resources

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

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Middleware > Zapier

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Zapier > Automate tasks in Tallyfy using zaps

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Open Api > Combining RPA systems and human operators

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