Launching > Automatically schedule a process
A step-by-step walkthrough for scheduling automatic recurring processes using Zapier’s schedule trigger and Tallyfy’s Launch Process action to automate workflow initialization.
Launch via a schedule
Do you have recurring processes or compliance workflows that need to be launched on a recurring schedule?
We’re working on building native features around this need - which are coming soon.
In the meantime - the best workaround is to use middleware to run recurring jobs - see an example here.
Zapier > Automate monthly process launch with Zapier
Set up automated monthly process launches in Tallyfy by configuring Zapier with schedule triggers and process templates for execution on the first day of each month.
A template serves as a blueprint that can be copied and executed multiple times to create unique processes tailored for specific scenarios while maintaining the original template intact for future use.
Processes can be initiated either manually or automatically through various triggers which enable data transfer from external systems into Tallyfy without manual data entry.
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