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Automate tasks in Tallyfy using zaps

How can I automate task completion in Tallyfy using Zaps?

You can automate tasks in Tallyfy through Zapier - and this guide shows you exactly how. The same approach works with other middleware platforms like Power Automate too.

Why bother with automation? It cuts out manual steps, speeds up your workflows, and keeps everything running smoothly across your connected apps.

First things first - pick a trigger that lets you send custom data, like a process name.

Got the task ID already? Great, jump ahead to completing the task. If not, here’s how to find it:

  1. Create an action step, choose Tallyfy, and select “Find Process Task.”

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  2. Enter the template you want to find the process for. You can also let your trigger decide by sending the Template ID.

  3. In the “Search By” field, pick whether you’re searching by process name or Kick Off field.

  4. The “Search Value” field needs the exact process name (yes, the whole thing). For Kick-Off field searches, use the “Filter Value” field instead.

  5. Set which task to complete in the “Selected Step” field. Your trigger can provide this value - just make sure it’s a task alias.

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Found your process? Perfect. Here’s how to complete the task:

  1. Create a new Tallyfy action step and select “Mark Process Task Complete.”
  2. You’ll need both the Process ID and Task ID. Grab these by selecting “Use a Custom Value,” then picking the “Find Process Task” action, and choosing either Process ID or Task ID.

Want to see this in action? Watch how to set up a zap that marks a process task complete:

Quick heads-up: Testing a zap that completes a task? You’ll need to manually re-open that task in Tallyfy afterwards.

Middleware > Zapier

Tallyfy’s Zapier integration enables automated workflows between Tallyfy and thousands of business applications by triggering processes completing tasks capturing form data synchronizing information and scheduling recurring workflows without requiring coding expertise.

Zapier > Tallyfy & Zapier

Tallyfy and Zapier work together to create an effective task management system by combining human-driven process management with automated application connections that streamline workflows while maintaining accountability and human oversight.

Zapier > Connect Tallyfy to Zapier

This guide explains how to authenticate and establish a secure connection between your Tallyfy account and Zapier platform by obtaining your Organization ID from Tallyfy settings and configuring the connection in Zapier to enable automated workflow integrations.

Workato > Complete Tallyfy tasks from Workato

This guide demonstrates how to programmatically complete Tallyfy tasks from Workato recipes by using HTTP requests with task IDs and form field data to create automated cross-platform workflows triggered by external system events.