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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:

  1. Select the “schedule” trigger in Zapier.

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

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  1. Select the Tallyfy “Launch Process” action.

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

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

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