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.

Why consider alternative integration platforms?

Zapier works well for basic connections, but we actually recommend middleware platforms like n8n, Make, or Microsoft Power Automate for business-critical integrations. They’re more powerful and won’t break the bank.

Got developers on your team? Consider using Tallyfy’s Open API to build custom integrations. You can even use AI to help generate the code for serverless functions (yes, it’s that straightforward).

Ready? Let’s walk through the setup:

1. Select the “schedule” trigger in Zapier.

   

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

   

3. Select the Tallyfy “Launch Process” action.

   

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

   

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

   

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