Launching > Launch on a schedule
Launch Tallyfy processes on a recurring schedule using middleware like Zapier, Make, or Power Automate with a schedule trigger and 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 connects to Zapier for automating workflows across thousands of business apps through triggers and actions that launch processes and sync data without coding requirements.
Connect Tallyfy with Zapier to pair human task management with automated triggers like CRM onboarding, scheduled launches, and web form tracking.
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