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Zapier actions and triggers

What the Zapier integration now covers

Tallyfy’s Zapier integration was expanded from a small set of actions to a full set that mirrors what Tallyfy’s other connectors do. You can now build Zaps for the same core actions across ten categories, plus four triggers.

Actions by category

CategoryWhat you can do
Users and guestsInvite members, read and list users, change roles, enable or disable accounts, create and update guests
GroupsCreate, read, update, and delete groups
TasksCreate standalone tasks, complete, update, reopen, and read tasks; change assignees, deadlines, and form field values; list your tasks or a process’s tasks
ProcessesLaunch a process from a template, read, update, archive, reactivate, and list processes; submit or reopen kick-off forms
TemplatesRead, list, create, clone, update, and delete templates; list template steps; manage kick-off form fields
Form fieldsAdd, update, move, and delete step form fields; add, update, reorder, and delete kick-off fields; update dropdown options
Comments and issuesAdd comments, edit or delete them, report an issue on a task, and resolve an issue
TagsCreate, update, and delete tags; tag or untag templates and processes
FoldersCreate, update, and delete folders; move templates and processes in and out
SearchKeyword search across tasks, processes, and templates, one type at a time or all at once, plus a finder that looks up any record’s ID

In total the integration now ships 80 actions (52 that create or change things plus 28 that find or read things) and the four triggers, up from 16 actions before, backed by 13 hidden lookups that fill dropdowns like templates, users, and tasks.

Triggers (polling)

Zapier went from zero working triggers to four. Each trigger polls: it checks Tallyfy on a schedule, picks up new items, and de-duplicates by record id so nothing repeats.

  1. New process launched - a process starts, optionally scoped to one template.
  2. Task completed - a task is marked complete.
  3. Task assigned to you (new task) - a new task lands in your queue.
  4. Comment or issue added - a comment or reported issue appears on a task you choose to watch.

Zapier sets the polling schedule from your Zapier plan, so there’s no interval to configure. Plans with faster polling pick up new items sooner.

Authentication (OAuth 2.0)

Zapier connects to Tallyfy with OAuth 2.0. When you add your Tallyfy account in Zapier, you enter your Organization ID, then sign in to Tallyfy and approve access. There’s no API token to copy, and access refreshes automatically in the background.

The connection acts on behalf of the user who signs in, so connect an account with the right permissions for what your Zaps do.

Getting started

  1. Create a Zap in Zapier, or open one you already have.
  2. Add the Tallyfy app and connect your account: enter your Organization ID, sign in, and approve access.
  3. Pick an action, for example Launch Process, and map the input fields. You’ll see your real templates, users, and tasks in the dropdowns.
  4. To react to Tallyfy events, start the Zap with one of the four triggers.
  5. Test with sample data, then turn the Zap on.

Remember the API terminology: “templates” in the Tallyfy UI are “checklists” in the API, and “processes” are “runs”.

AI-native alternative (Tallyfy MCP)

If building Zaps by hand is more than you need, the Tallyfy MCP server lets an AI assistant call these same actions in plain English. See the MCP server guide.

Middleware > Zapier

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