Automate a monthly process with zapier
Automating processes in Tallyfy can save you time and effort. Learn how to automatically launch a process on the 1st of every month using Zapier.
To get started, follow these simple steps:
- Select the “schedule” trigger in Zapier.
- Choose a day of the month and time of day.
- Select the Tallyfy “Launch Process” action.
- Choose the template you want to use and give it a name.
- Test the Zap, give it a name, and turn it on!