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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.

    Choosing the Schedule by Zapier Every Month trigger app

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

    Selecting day of month and time in the Schedule by Zapier trigger

  3. Choose the Tallyfy Launch Process action.

    Selecting the Tallyfy Start Process action in Zapier

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

    Choosing a Tallyfy process template by name in Zapier

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

    Animated Zapier editor testing the Tallyfy Start Process action, naming the Zap

Middleware > Zapier

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