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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.

To get started, follow these steps:

  1. Select the “schedule” trigger in Zapier.

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

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  3. Select the Tallyfy “Launch Process” action.

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

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

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Launching > Automatically schedule a process

Middleware tools like Zapier Make or Power Automate enable automatic scheduling of recurring process launches in Tallyfy by setting up triggers and configuring process templates to execute at specified intervals.

Zapier > Automate tasks in Tallyfy using zaps

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Middleware > Zapier

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Zapier > Action to 'Launch Process'

A comprehensive walkthrough of setting up a custom Zapier integration that automates process launches in Tallyfy by connecting Google Forms responses with customizable process attributes and task assignments.