You can auto-launch Tallyfy processes on a recurring schedule using middleware tools like Zapier, Make, or Power Automate. Connect a schedule trigger to Tallyfy’s Launch Process action, and your processes run hands-free.
This guide uses Zapier as an example - the steps are similar in other middleware platforms.
What you’ll need
A Tallyfy account with the template you want to schedule
An account with a middleware service (Zapier, Make, or Power Automate)
Your Tallyfy account connected to that middleware service
Setting it up in Zapier
1. Pick the schedule trigger
Create a new Zap. For the trigger, search for and select Schedule by Zapier.
2. Set your schedule
Configure when the process should launch:
Frequency - Every Day, Every Week, or Every Month
Specific day (e.g., Monday) or date (e.g., 1st of the month)
Time of day
3. Add the Tallyfy action
For the action step, pick the Tallyfy app and choose Launch Process.
4. Configure launch details
Set which process to launch and how:
Select the Tallyfy Template to use
Name the process instance - include the date so each run is unique (e.g., “Weekly Report - {{zap_meta_human_now}}”). Zapier’s {{zap_meta_human_now}} variable inserts the current date/time.
Fill in any kick-off form fields the template requires
5. Test and turn on
Test your Zap to confirm it launches the process correctly in Tallyfy. Name your Zap and turn it on.
Tallyfy processes can be automatically launched on recurring schedules using middleware platforms like Zapier or Make.com as well as custom API-based solutions with server-side schedulers to run repeating workflows without manual intervention.
Tallyfy processes can be automatically launched monthly using Zapier’s scheduler by setting up a schedule trigger connected to the Launch Process action which takes about 5 minutes to configure and eliminates manual workflow initiation.
Middleware platforms enable automatic Tallyfy process launches by watching for events in external applications and smoothly transferring data to create workflows without manual intervention or coding requirements.
Tallyfy connects to Zapier for automating workflows across thousands of business apps through triggers and actions that launch processes and sync data without coding requirements.
