Zapier > Automate monthly process launch with Zapier
Tallyfy integrates with Zapier’s schedule trigger to automatically launch recurring monthly…
Launch on a schedule
Schedule process launches with middleware
Section titled “Schedule process launches with middleware”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 they’ll run hands-free.
This guide uses Zapier as an example - the steps are similar in other middleware platforms.
What you’ll need
Section titled “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
Section titled “Setting it up in Zapier”1. Pick the schedule trigger
Section titled “1. Pick the schedule trigger”Create a new Zap. For the trigger, search for and select Schedule by Zapier.
2. Set your schedule
Section titled “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
Section titled “3. Add the Tallyfy action”For the action step, pick the Tallyfy app and choose Launch Process.
4. Configure launch details
Section titled “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
Section titled “5. Test and turn on”Test your Zap to confirm it’s launching the process correctly in Tallyfy. Name your Zap and turn it on.
Related articles
Section titled “Related articles”Triggers > Launch via a schedule
Auto-launch Tallyfy processes on recurring schedules using middleware platforms like Zapier or…
Tallyfy offers seven ways to start a process, from manual clicks and form submissions to API…
Zapier > Action to 'Launch Process'
Zapier’s “Launch Process” action automatically starts a Tallyfy process from any trigger event…
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