Connect Tallyfy to Zapier

Configure the Tallyfy connection within Zapier

Integrating Tallyfy with Zapier requires establishing a secure connection between the two platforms. This guide walks you through the configuration process to establish this connection.

Considering Integration Alternatives

While Zapier can be useful for simple connections, we generally recommend more capable and cost-effective middleware solutions like n8n, Make, or Microsoft Power Automate for serious integrations.

For maximum control and flexibility, especially if you have development resources, consider using Tallyfy’s Open API to build custom integrations, potentially leveraging AI to generate code for serverless functions.

Requirements

Before beginning, ensure you have:

• 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

1. Log in to your Tallyfy account
2. Click your profile icon in the top-right corner
3. Select Settings from the dropdown menu
4. Navigate to the ORGANIZATION tab
5. Locate and copy your Organization ID (a unique alphanumeric string)

Step 2: Connect your account in Zapier

1. Log in to your Zapier account
2. Click on My Apps in the left sidebar
3. Select Add Connection or Connect a New Account
4. Search for and select Tallyfy
5. When prompted, enter your Organization ID (copied from Step 1), Tallyfy email address, and Tallyfy password.
6. Click Yes, Continue to authorize the connection

Step 3: Verify the connection

1. After authorization, Zapier will display a success message
2. The Tallyfy connection will appear in your list of connected apps
3. You can test the connection by clicking on the “Test” option
4. A successful test indicates your connection is properly configured

Troubleshooting

If you encounter connection issues:

• Verify your Organization ID is correctly copied
• Ensure you’re using the correct Tallyfy login credentials
• Check that your Tallyfy account has the necessary permissions
• If problems persist, contact Tallyfy support for assistance

With the connection established, you can now create Zaps that automate workflows between Tallyfy and your other business applications.

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