---
title: Automate tasks using Zapier · Tallyfy Pro
description: Zapier can automatically mark Tallyfy tasks as complete when triggered by external events. Use a known task ID directly, or first search for the task through a template ID and process name before passing it to the Complete Task action.
lastUpdated: 2026-09-12T00:00:00.000Z
source_url:
  html: https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-tasks-in-tallyfy-using-zaps/
  md: https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-tasks-in-tallyfy-using-zaps/index.md
---

## Automate task completion with Zaps

Zapier can automatically complete [tasks](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) in Tallyfy when something happens in another app. This same approach works with other [middleware](https://tallyfy.com/products/pro/integrations/middleware/) platforms like Power Automate.

## How the flow works

![How the flow works](https://tallyfy.com/products/d2-diagrams/docs/pro/integrations/middleware/zapier/how-to-automate-tasks-in-tallyfy-using-zaps-0.svg)

Two things to note:

* If you don’t already have the task ID, you’ll need to find it first using a template ID plus either the process name or a kick-off field value
* Both paths end at the same “Complete Task” action that marks the task done through Tallyfy’s API

Considering integration alternatives

Zapier works for simple connections, but we’d generally recommend [middleware](https://tallyfy.com/products/pro/integrations/middleware/) platforms like **n8n**, **Make**, or **Microsoft Power Automate** for more serious integrations - they’re more capable and cost-effective.

For full control, consider Tallyfy’s [Open API](https://tallyfy.com/products/pro/integrations/open-api/) to build custom integrations directly.

Start by picking a trigger that can send custom data like a process name. If you already have the [task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) ID, skip ahead to completing the task. Otherwise, find it first:

1. Create an action step, choose Tallyfy, and select “Find [Process Task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/).”

   ![Zapier Zap with New Push trigger then Find and Complete Task in Tallyfy steps](https://screenshots.tallyfy.com/tallyfy/pro/zapier-complete-task-workflow.png)

2. Pick the [template](https://tallyfy.com/products/pro/documenting/templates/) you want to search within. Your trigger can also pass the *Template ID* dynamically.

3. In “Search By,” choose whether to search by process name or KO Field (kick-off field).

4. Enter the search value. For process name searches, this must be the exact, full process name. For kick-off field searches, use the “Filter Value” field instead and pick the specific KO field from “Selected KO Field.”

5. Choose which [task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) to target in the “Selected step” field. This value is the *task alias* - your trigger can supply it dynamically.

   ![Zapier Complete Task in Tallyfy action with Process and Task ID fields](https://screenshots.tallyfy.com/tallyfy/pro/zapier-complete-task-configuration.png)

Once you’ve found the [process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/), here’s how to complete the [task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/):

1. Add a new Tallyfy action step and select “Complete Task.”
2. For both *Process ID* and *Task ID*, select “Use a Custom Value,” then pick the “Find Process Task” action and choose the matching ID field.

Here’s a video walkthrough showing the full setup:

Keep in mind, if you test a zap that completes a [task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/), you’ll need to manually re-open that task in Tallyfy before you can test again.

## Related articles

[**Middleware > Zapier**](https://tallyfy.com/products/pro/integrations/middleware/zapier/)

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

[**Zapier > Tallyfy and Zapier**](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-can-i-improve-task-management-with-tallyfy/)

Tallyfy paired with Zapier lets your team handle the human side of work like judgment and…

[**Zapier > Zapier actions and triggers**](https://tallyfy.com/products/pro/integrations/middleware/zapier/zapier-actions-and-triggers/)

The Zapier integration for Tallyfy grew from a small set of actions to a full set covering…

[**Workato > Complete Tallyfy tasks from Workato**](https://tallyfy.com/products/pro/integrations/middleware/workato/how-to-complete-tallyfy-tasks-from-workato/)

Workato recipes can automatically complete Tallyfy tasks when external events happen. Send HTTP…

## Was this helpful?