Launching > Automatically schedule a process
A guide demonstrating how to use Zapier’s scheduling feature to automatically launch recurring processes by configuring triggers, selecting blueprints, and setting up specific time intervals.
Automate monthly process launch with Zapier
Automating processes in Tallyfy can save you time and effort. Learn how to automatically launch a process on the 1st of every month using Zapier.
To get started, follow these simple steps:
- Select the “schedule” trigger in Zapier.
- Choose a day of the month and time of day.
- Select the Tallyfy “Launch Process” action.
- Choose the template you want to use and give it a name.
- Test the Zap, give it a name, and turn it on!
Zapier > Automate tasks in Tallyfy using zaps
A comprehensive workflow automation guide explaining how to use Zaps to find and complete process tasks in Tallyfy through custom triggers, process searching, and task completion steps.
Tallyfy’s integration with Zapier enables automated task management and workflow connections across multiple apps without requiring coding knowledge.
Tallyfy integrates with Zapier to enable seamless task management and automation across thousands of apps, allowing users to create workflows, handle client onboarding, set up recurring tasks, and track form submissions without coding expertise.
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