How to customize your zap for launching processes on Tallyfy
This article will guide you through customizing your zap to launch a process on Tallyfy.
To begin, create a new zap and select ‘Google Forms’ as the app for Step 1.
Use ‘New or Updated Response in Spreadsheet’ as the trigger.
Connect your Google Account and select the spreadsheet and worksheet for the form data.
Select the worksheet within the spreadsheet for target data
Pick a sample response. (This step assists in automatic form filling in the next step of the process)
Now you are setting up the action steps (Tallyfy Launch Process) for the trigger encountered (every time someone fills in the leave request form). Choose Tallyfy as the action App
Select ‘Launch Process’ as the action event
Choose a Tallyfy account that hosts the required template.
Select the template from the options available
At this point, you can customize the process name. This name will be assigned to the process when the zap is triggered. In our example, we have used the employee’s name from the Google form and the timestamp the request was submitted to create a dynamic process name
You can also customize any process notes to be entered
You can customize and fill in data into the Tallyfy process using data from the Google form
You can also customize step assignees. Step assignees can be members of your Tallyfy org or guests (external users). In our example, we have used the contact email address of the employee from the Google form to assign additional tasks
If there was a date field in the Google form that would have corresponded to a suggestive deadline, we can customize deadlines in this zap too.
Please note:
Custom entries assigned in the zap will override template level attributes such as assignees, deadlines, form values etc.
If assignees and deadlines are left blank in the zap, whatever is set in the template will be inherited.
Tasks in Tallyfy can be automated through Zaps by selecting triggers sending custom data finding process tasks and marking them complete using Process ID and Task ID obtained from the Find Process Task action.
Set up automated monthly process launches in Tallyfy by configuring Zapier with schedule triggers and process templates for execution on the first day of each month.
Launching a process in Tallyfy involves selecting a template from the home screen naming it assigning tasks with deadlines and monitoring progress through the tracker view while managing hidden steps and making necessary adjustments.
Streamline workflow efficiency by automatically populating Tallyfy process fields through a web form integration that uses query parameters to fill required information from user submissions.
