Tallyfy offers multiple integration options ranging from simple email connections to advanced API implementations enabling seamless data flow between business systems and automated workflows without manual intervention.
Slack
The Tallyfy integration for Slack connects your team chat with your Tallyfy workflows. It helps turn conversations into actions by letting you create tasks and launch processes directly from Slack.
- Turn talk into tasks: Easily make a Tallyfy task from any Slack message.
- Less app switching: Start and manage Tallyfy workflows without leaving Slack.
- Track commitments: Make sure action items discussed in chat get tracked properly in Tallyfy.
- See status easily: Check on Tallyfy tasks and processes from within Slack.
- Keep records: Have a clear record of tasks in Tallyfy, not just lost in chat history.
| Feature | Description |
|---|---|
| Create Task | Turn any Slack message into a Tallyfy task with one click. |
| Launch Process | Start a Tallyfy process template from a Slack conversation. |
| Get Notifications | Receive Slack alerts for Tallyfy tasks (assigned, done, due soon). |
| Link Conversations | Keep a connection between the Slack message and the Tallyfy task. |
| Track Progress | View and update task status in either Tallyfy or Slack. |
- A Tallyfy Professional or Enterprise account.
- A Slack workspace where you can install apps (might need admin help).
- Find the Tallyfy app:
- On the Tallyfy integrations page ↗
- Or in the Slack App Directory ↗
- Click Add to Slack.
- Choose the Slack workspace you want to connect.
- Review the permissions Tallyfy needs and click Authorize (or similar).
- Follow the steps to connect your Tallyfy account to Slack.
Watch this video for a quick demo:
- Find the Slack message you want to turn into a task.
- Hover over the message and click the More actions menu (three dots).
- Choose Create Tallyfy Task.
- Fill in the task details (name, who to assign it to, due date, etc.).
- Click Create. The task is created in Tallyfy, linked to the message.
- In any Slack channel or message, type
/tallyfy launch. - A menu will appear. Choose the Tallyfy template you want to launch.
- Fill out any required starting information.
- Click Launch.
- In any Slack channel or message, type
/tallyfy tasks. - You’ll see a list of your current Tallyfy tasks.
- Click on a task to see details or update it.
- You’ll also get automatic notifications in Slack about your tasks.
If the integration isn’t working:
- Make sure your Tallyfy account has permission to create tasks/launch processes.
- Check if the Tallyfy app is properly authorized in Slack.
- Ask your IT team if any firewall settings might be blocking notifications.
- If problems continue, contact Tallyfy support.
We understand that users are interested in integrations with various chat platforms, including Microsoft Teams, to perform actions like approvals directly within their chat applications. While our current Slack integration allows you to launch processes and create tasks, it does not extend to pushing all reminders or task updates into Slack, and a similar approach would apply to other chat platforms like Microsoft Teams.
Our philosophy is to avoid overwhelming users with notifications in chat applications. We believe there are more effective ways to stay updated without contributing to notification fatigue:
- Chat is for real-time human interaction: Business chat platforms are designed primarily for direct communication between people. Introducing too many automated messages can dilute this primary purpose and lead to users ignoring important bot-driven updates.
- Avoiding overload: Email inboxes are often overloaded. Simply shifting this overload to chat applications can make the problem worse, as chat implies a greater sense of urgency.
- Existing notification methods: Tallyfy already offers several ways to stay informed:
- You can configure daily email digests that summarize your due and overdue tasks.
- The watching items feature (by favoriting) allows you to curate a list of specific tasks, processes, or templates you want to follow closely and receive tailored notifications for.
- Controlling inbound flow: The volume of automated messages can grow exponentially, potentially leading users to disengage from robot-driven chat entirely.
We are designing a new approach for chat integrations (for Slack, Microsoft Teams, and potentially others like WhatsApp or Facebook Messenger in the future) that prioritizes user-initiated interactions.
- User-initiated conversations: Instead of Tallyfy pushing messages to you, you will be able to start a conversation with Tallyfy via a bot or an intelligent AI system within your chat platform.
- Intelligent assistance: You can ask questions, and the bot will provide answers, pointing you to the relevant tasks, processes, or information within Tallyfy as needed.
Alongside user-initiated chat, we are also exploring interactive email actions that would allow you to complete certain Tallyfy tasks directly from within email clients like Outlook and Gmail, further reducing the need to switch applications for quick actions.
Tallyfy combines human-driven workflow management with Zapier integration to enable automated task handling across business applications while maintaining structured process accountability and comprehensive tracking capabilities.
Webhooks > Details about webhooks
Tallyfy’s webhook system enables automated data transmission to external systems when specific events occur by sending JSON packets to predefined URLs at both template and step-specific levels.
The Tallyfy Gmail Add-on enables users to manage tasks and processes directly from Gmail by creating tasks launching workflows and tracking status without switching between applications.
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