Zapier > Automate monthly process launch with Zapier
Zapier streamlines the automation of monthly processes by scheduling triggers on the first day of each month and connecting them to Tallyfy’s process launch action.
Automatically schedule a process
Here’s a simple guide to help you get started using Zapier as an example platform. The process is similar for Microsoft Power Automate and other middleware platforms, so feel free to adapt the steps accordingly.
- Select the “schedule” trigger in Zapier
- Choose a day of the month and time of day
- Select the Tallyfy “Launch Process” action
- Select which blueprint you would like to use and what you would like to name it
- Test that the Zap works, give it a name and turn it on!
Triggers > Launch via a schedule
Middleware solutions like Zapier can be used to trigger and automate recurring processes until native scheduling features become available.
Launching a process in Tallyfy involves naming it, selecting assignees, setting deadlines, and monitoring progress through the Tracker view while managing hidden steps and making necessary adjustments to task assignments and timelines.
Zapier > Action to 'Launch Process'
The guide outlines the step-by-step process of integrating Google Forms with Tallyfy through Zapier to automatically launch and customize processes with form responses, including assignee selection, deadline settings, and data mapping configurations.
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