You’ll need to set up secure authentication between Tallyfy and Zapier to get them talking to each other. Takes about 5 minutes.
Here’s exactly how to create that connection - once it’s done, you can automate workflows between Tallyfy and literally thousands of other apps through Zapier.
Requirements
What you’ll need:
An active Tallyfy account with administrative access
A Zapier account (free or paid plan)
Permission to create integrations for your organization
Connection process
Step 1: Obtain your Tallyfy Organization ID
Log in to your Tallyfy account
Click your profile icon in the top-right corner
Select Settings from the dropdown menu
Navigate to the ORGANIZATION tab
Locate and copy your Organization ID (a unique alphanumeric string)
Step 2: Connect your account in Zapier
Log in to your Zapier account
Click on My Apps in the left sidebar
Select Add Connection or Connect a New Account
Search for and select Tallyfy
When prompted, enter your Organization ID (copied from Step 1), Tallyfy email address, and Tallyfy password
Click Yes, Continue to authorize the connection
Step 3: Verify the connection
After authorization, Zapier will display a success message
The Tallyfy connection will appear in your list of connected apps
You can test the connection by clicking on the “Test” option
A successful test means you’re all set
Troubleshooting
Connection not working? Check these things:
Verify your Organization ID is correctly copied
Make sure you’re using the right Tallyfy login credentials
Check that your Tallyfy account has the necessary permissions
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.
Tallyfy-Zapier integration problems can be resolved through systematic troubleshooting of authentication credentials connection settings webhook configurations trigger mappings and field formatting while following best practices for reliable workflow automation between applications.
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.