Skip to content

Automatically schedule a process

How to schedule a process to launch automatically on a recurring schedule

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.

  1. Select the “schedule” trigger in Zapier
gif
  1. Choose a day of the month and time of day
gif
  1. Select the Tallyfy “Launch Process” action
gif
  1. Select which blueprint you would like to use and what you would like to name it
gif
  1. Test that the Zap works, give it a name and turn it on!
gif

Triggers > Launch via a schedule

Middleware solutions like Zapier can be used to launch recurring processes and compliance workflows until native scheduling features become available.

Zapier > Automate tasks in Tallyfy using zaps

Tasks in Tallyfy can be automated through Zaps by selecting triggers sending custom data finding process tasks and marking them complete using Process ID and Task ID obtained from the Find Process Task action.

Zapier > Action to 'Launch Process'

A comprehensive walkthrough of setting up a custom Zapier integration that automates process launches in Tallyfy by connecting Google Forms responses with customizable process attributes and task assignments.
Get in touch
About Tallyfy