Middleware platforms like Zapier Make and Power Automate enable non-technical users to automatically connect Tallyfy with other business applications through visual drag-and-drop interfaces without requiring any coding expertise.
Launch via middleware
- A Tallyfy account with permission to launch Tallyfy processes for workflow automation.
- An account with a middleware platform (e.g., Make.com, Power Automate, Zapier) for integration capabilities.
- A Tallyfy process template to launch automatically with complete configuration.
- Access to the system (e.g., CRM, form tool, database) that will trigger the launch for data source connectivity.
These requirements ensure successful middleware integration and automated workflow initiation.
Middleware tools act like a bridge between Tallyfy and other software systems. They watch for an event in another application (the “trigger”) and then automatically tell Tallyfy to start a specific process - often sending data too. This lets you start Tallyfy workflows based on outside events, without custom coding.
This integration approach eliminates manual workflow initiation and creates seamless automation between disparate business systems.
- Connect: Connect your middleware tool to Tallyfy and the other app using your account details for secure integration.
- Trigger: Set up a trigger in the middleware – what event in the other app should start things? (e.g., “New contact added in HubSpot”, “Form submitted in Typeform”).
- Map Data: Tell the middleware how to map data from the trigger app to the fields in your Tallyfy kick-off form for proper data transfer.
- Launch Action: Add an action in the middleware to “Launch Process” in Tallyfy, using the mapped data for automated execution.
- Run: When the trigger happens, the middleware automatically launches the Tallyfy process with the data for seamless workflow initiation.
This systematic approach ensures reliable and consistent process automation across different business systems.
This diagram shows how external applications trigger Tallyfy processes through middleware platforms.
What to notice:
- The middleware acts as a bridge, watching for events and translating between systems (steps 2-4)
- Data mapping happens within the middleware before reaching Tallyfy (step 4)
- The entire flow is automated - once configured, no manual intervention needed
Middleware makes it easy to create sophisticated automation:
- Start Tallyfy processes based on events in other tools (new CRM deal, calendar event, database update) for real-time workflow initiation.
- Automatically send data from those tools into the Tallyfy process for seamless information transfer.
- Automatically fill Tallyfy kick-off forms with external data for streamlined process setup.
- Change data formats between systems if needed for compatibility and standardization.
- Add logic (e.g., only launch the Tallyfy process if a certain condition is met in the other tool) for intelligent automation.
These capabilities enable sophisticated business process automation without requiring custom development.
Middleware is excellent for connecting form tools (like Google Forms, Typeform) to Tallyfy. When someone submits the form, the middleware can take the answers and use them to launch a Tallyfy process automatically.
This integration transforms static form submissions into dynamic workflow initiation with all submitted data.
| Form Tool | Connection Difficulty | Data Sent |
|---|---|---|
| Google Forms | Easy (Built-in Connector) | All form answers |
| Microsoft Forms | Easy (Built-in Connector) | All form answers |
| Typeform | Medium (Webhook) | All form answers |
| Wufoo | Medium (Webhook) | All form answers |
| Cognito Forms | Medium (Webhook) | All form answers |
- Make.com (Recommended): Very flexible, good for complex mapping and advanced automation scenarios.
- Microsoft Power Automate (Recommended): Good choice if you use Microsoft 365 for seamless ecosystem integration.
- Zapier: Simple, wide app support for straightforward automation needs.
- Pabbly: Often affordable, good basic features for budget-conscious organizations.
- Workato / Tray.io: More powerful, for enterprise/complex needs requiring advanced capabilities.
Consider these factors when choosing:
- How complex is the connection and data transformation requirements?
- What is your budget for integration platform subscriptions?
- Which apps do you use in your current technology stack?
- How much data changing is needed for compatibility?
- Team’s technical comfort level with different platforms?
These considerations ensure you select the most appropriate platform for your specific integration requirements.
- Plan: Decide which event/app should trigger which Tallyfy launch based on your business requirements.
- Choose: Select your middleware tool based on capabilities, budget, and technical requirements.
- Build: Create the workflow/scenario: set trigger, add Tallyfy “Launch Process” action, map data appropriately.
- Test: Test to ensure processes launch correctly with the right data and proper error handling.
- Activate: Turn on your workflow/scenario and monitor for successful operation.
This systematic approach ensures reliable middleware integration and successful automation deployment.
See our specific guides for Zapier and Power Automate linked below or in the sidebar.
Tallyfy offers seven flexible process launch triggers including manual buttons API calls email triggers magic links scheduled automation task completion chains and kick-off forms to accommodate different organizational needs and technical capabilities while enabling automatic data pre-population for seamless workflow initiation.
Launching > Launch on a schedule
Tallyfy processes can be automatically scheduled using middleware tools like Zapier by setting up a schedule trigger that launches specific process templates at predetermined intervals without manual intervention.
Tallyfy’s Zapier integration enables automated workflows between Tallyfy and thousands of business applications by triggering processes completing tasks capturing form data synchronizing information and scheduling recurring workflows without requiring coding expertise.
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