Launching > Launch on a schedule
Tallyfy processes can be automatically launched on recurring schedules using middleware platforms like Zapier Make or Power Automate by setting up a schedule trigger that connects to Tallyfy’s Launch Process action.
Automate monthly process launch 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:
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Select the “schedule” trigger in Zapier.
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Choose a day of the month and time of day.
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Select the Tallyfy “Launch Process” action.
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Choose the template you want to use and give it a name.
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Test the Zap, give it a name, and turn it on.
Triggers > Launch via a schedule
Tallyfy processes can be automatically launched on recurring schedules using middleware platforms like Zapier or Make.com as well as custom API-based solutions with server-side schedulers to run repeating workflows without manual intervention.
Tallyfy integrates with Zapier to automatically trigger processes and complete tasks based on events in thousands of other business applications while enabling data synchronization and scheduled workflows across your technology stack.
Triggers > Launch via middleware
Middleware platforms enable automatic Tallyfy process launches by watching for events in external applications and smoothly transferring data to create workflows without manual intervention or coding requirements.
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