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Send Emails using webhooks

Tallyfy Help Article: Sending Emails with Webhooks

Learn how to send emails to anyone when a task is completed using webhooks in Tallyfy. It’s easy and can be integrated with platforms like Zapier and Power Automate. Let’s get started!

​​ 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 email

Customize email

Customize email

That’s it! Your zap is now set up and ready to go. 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!