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Automate monthly process launch with Zapier

Automate monthly process launches with Zapier

Tallyfy can automatically launch processes every month through Zapier’s schedule trigger. It takes about 5 minutes to set up, and you won’t have to remember to kick off monthly reporting, reviews, or any other recurring workflow again.

  1. Pick the Schedule trigger in Zapier.

    Zapier schedule trigger selection

  2. Set the day of the month and time of day you want.

    Zapier schedule day and time configuration

  3. Choose the Tallyfy Launch Process action.

    Tallyfy Launch Process action in Zapier

  4. Select the template and give the process a name.

    Choosing template name for scheduled process

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

    Testing and enabling the Zap

Middleware > Zapier

Tallyfy’s Zapier integration lets you launch processes, complete tasks, and sync form data…