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Send emails using webhooks

How to use webhooks to send emails

When a task is completed - send a webhook to any middleware or similar platform and then using that as an event or “signal” - shoot off an email. We will use Zapier here - but middleware is a commodity now and you can use any system you like - such as Make.com, Microsoft Power Automate, etc.

Step 1: Get the Webhook URL

First, select the “Webhook” trigger in Zapier and copy the webhook URL provided.

Webhook

Step 2: Paste the Webhook and Send a Sample

Paste the webhook into your Tallyfy step and send a sample webhook to Zapier. This helps to ensure the integration is working correctly.

Paste webhook

Step 3: Pull in the Sample Webhook

After completing the sample step in Tallyfy, a sample “Hook” will appear in Zapier. Simply click it to sync your step to Zapier.

Sync webhook

Step 4: Add an Email Action to Your Zap

If your email system is supported by Zapier, you can send an email directly from Zapier. Alternatively, Zapier has its own built-in email relay system.

Email action

Step 5: Customize Your Email

Use the information passed from Tallyfy to customize your email. You can set custom email address, subject, and body using the fields provided.

Customize emailCustomize emailCustomize email

That’s it! Every time you complete a step in Tallyfy, a webhook will be sent to Zapier and a custom email will be sent out. It’s that simple!

Webhooks > Details about webhooks

Webhooks in Tallyfy enable automated data transmission and process integration by sending JSON data to specified URLs when tasks are completed at both template and step levels through middleware platforms like Zapier for seamless connectivity with external applications.

Integrations > Webhooks

JSON packets emitted by Tallyfy during specific events enable seamless integration with various web systems through webhooks for automated data transmission and process management.

Webhooks > Webhook scenarios

Webhooks enable automated data transmission between Tallyfy and external services through various triggers while providing video tutorials for tasks like exporting data and launching processes.

Middleware > Zapier

Zapier enables users to connect Tallyfy with various apps for automated task management and workflow creation without requiring coding knowledge.