Tallyfy offers multiple integration methods ranging from open APIs and webhooks to middleware platforms and native integrations enabling seamless connectivity between workflow processes and external business systems at various technical complexity levels.
Slack
The Tallyfy Slack integration converts communication into structured workflow by transforming chat conversations into trackable processes and tasks. This integration eliminates the gap between discussion and implementation, ensuring work items don’t get lost in chat history.
- Actionable Communication - Convert important Slack messages into tracked tasks with deadlines
- Reduced Context Switching - Launch and manage workflows without leaving your Slack environment
- Enhanced Accountability - Ensure commitments made in chat conversations are properly tracked
- Improved Process Visibility - Monitor task and process status directly within Slack
- Centralized Work Management - Maintain a system of record outside of ephemeral chat history
| Feature | Description |
|---|---|
| Task Creation | Transform any Slack message into a Tallyfy task with a single click |
| Process Launching | Initiate standardized process templates directly from Slack conversations |
| Status Notifications | Receive alerts in Slack when tasks are assigned, completed, or approaching deadlines |
| Contextual Linking | Maintain references between Slack conversations and Tallyfy workflow items |
| Cross-platform Tracking | View and update work status in either Tallyfy or Slack |
- Tallyfy Professional or Enterprise account
- Slack workspace with administrative access
- Permission to install Slack applications
- Access the integration through either:
- Click Add to Slack to initiate the installation process
- Select the Slack workspace you want to connect with Tallyfy
- Review and authorize the requested permissions
- Complete the authentication flow to link your Tallyfy account
The video below demonstrates the key functions of the Slack integration:
- Hover over any message in your Slack channels
- Click the More actions (three dots) menu
- Select Create Tallyfy Task
- Enter task details including assignee, due date, and description
- Click Create to generate the task in Tallyfy
- Type
/tallyfy launchin any Slack channel - Select the process template from the dropdown menu
- Complete any required launch fields
- Click Launch to initiate the process
- Type
/tallyfy tasksin any Slack channel to view your current tasks - Click on any task to see details and update its status
- Receive automatic notifications in Slack when task status changes
If you encounter issues with the Slack integration:
- Verify that your Tallyfy account has appropriate permissions
- Ensure the Slack app has been properly authorized
- Check that webhook notifications are not blocked by firewall settings
- Contact Tallyfy support for assistance with persistent connection issues
Tallyfy integrates with Zapier to enable comprehensive workflow automation by connecting human-driven processes with business applications through triggers actions and automated task management features.
Tallyfy and Zapier integration enables automated workflow connections between multiple business applications through trigger-based actions scheduling and data synchronization without coding requirements.
The platform features a comprehensive navigation system with a left sidebar containing essential functions like process creation and task management along with a top bar offering search functionality language settings and notifications for streamlined workflow operations.
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