Automate monthly process launch with Zapier

Setting up recurring monthly workflows in 5 steps

Automating processes in Tallyfy can save time and effort. This guide explains how to automatically launch a process on the 1st of every month using Zapier.

Considering Integration Alternatives

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

To get started, follow these steps:

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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