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Automate monthly process launch with Zapier

How can I automate monthly Tallyfy process launches with Zapier?

You can set up Tallyfy to automatically launch processes every month without lifting a finger. It takes about 5 minutes to configure.

Here’s how to set up automatic process launches on the first day of each month using Zapier’s scheduler. Once configured, your workflows run like clockwork - no more forgetting to start that monthly reporting process or employee review cycle.

Ready? Let’s walk through the setup:

  1. Select the “schedule” trigger in Zapier.

    Zapier interface showing the Schedule trigger option being selected from the list of available triggers

  2. Choose a day of the month and time of day.

    Schedule configuration screen showing day of month and time of day selection options

  3. Select the Tallyfy “Launch Process” action.

    Selecting Tallyfy Launch Process action from the available Tallyfy actions list

  4. Choose the template you want to use and give it a name.

    Template selection dropdown and process name field configuration in Zapier

  5. Test the Zap, give it a name, and turn it on.

    Testing the Zap, naming it, and activating the automation with the toggle switch

Launching > Launch on a schedule

Tallyfy processes can be automatically scheduled using middleware tools like Zapier by setting up a schedule trigger that launches specific process templates at predetermined intervals without manual intervention.

Triggers > Launch via a schedule

Tallyfy processes can be automatically launched on recurring schedules through middleware platforms like Zapier or custom API solutions to ensure critical business workflows run consistently without manual intervention.

Middleware > Zapier

Tallyfy’s Zapier integration enables automated workflows between Tallyfy and thousands of business applications by triggering processes completing tasks capturing form data synchronizing information and scheduling recurring workflows without requiring coding expertise.

Triggers > Launch via middleware

Middleware platforms enable automatic launching of Tallyfy workflows by connecting external applications as triggers and seamlessly transferring data between systems without requiring manual intervention or custom coding.