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Integrations

Ways to connect Tallyfy to your other tools

Section titled “Ways to connect Tallyfy to your other tools”

Pick a card below to open the guide for that connection. The API lets a developer’s code work with Tallyfy, and the MCP server lets AI assistants like ChatGPT and Claude do Tallyfy work when you ask. With SSO (single sign-on), your team logs in with their usual company account.

Start here

Section titled “Start here”

Open API

Connect Tallyfy to your other systems with your own code. Needs a developer.

MCP server

Chat with ChatGPT, Claude, Gemini or Copilot to run Tallyfy for you. Copilot needs extra setup.

More ways to connect

Section titled “More ways to connect”

Build and automate

Section titled “Build and automate”

Webhooks

Tallyfy sends task and process events to another system as they happen. Needs some setup.

Middleware

Connect Tallyfy to other apps with Zapier, Make, Power Automate or n8n. No code.

Tallyfy CLI

Run Tallyfy from a terminal or a script. For command line users.

Handling idempotency

Stop repeated webhook events or API retries from creating duplicates. For developers.

AI

Section titled “AI”

Tallyfy Vault

Keeps the sign-ins that let Tallyfy AI act for you in apps like Slack.

Email, documents and data

Section titled “Email, documents and data”

Email and SMTP

Send Tallyfy emails from your own mail server, set up with your IT team, and manage tasks from Gmail.

Actions within emails

Not available yet. Tallyfy is exploring task approval and completion inside Outlook or Gmail.

Document management

Link your document system so files stay there while Tallyfy runs the workflow.

Tallyfy Analytics

An add-on for querying workflow data with SQL and reporting tools like Power BI.

Add the Tallyfy app to Slack ↗ to launch processes and turn Slack messages into tasks.

Other systems

Section titled “Other systems”

Vendors

How Tallyfy coordinates handoffs between your HR, CRM, helpdesk and finance tools.

Robotics

What robot makers’ software lets other systems do, and where a written procedure could fit.

Why Tallyfy is the AI control layer

Section titled “Why Tallyfy is the AI control layer”
What Tallyfy doesWhy it matters in the age of AI
Define process stepsYou can’t automate anything without a recipe.
Hand small tasks to AIMassive reduction in mistakes, omissions, and hallucination.
People approve workAccountability. You can’t blame AI for mistakes.
Hybrid people + AI tasksAI can’t do every task in a process.
Track real-time statusTracking AI sessions at scale is a nightmare.
Gradually shift tasks to AIA total re-do will break a process that works today.

Choosing the right approach

Section titled “Choosing the right approach”

Ask these four questions:

  1. Do you have developers? Yes - API or AI. No - Middleware.
  2. One-time or ongoing? One-time - AI. Ongoing - plan for who maintains it.
  3. How complex? Simple if-this-then-that - Middleware. Complex - API or AI.
  4. Timeline? This week - Middleware or AI. Have a month - API for maximum control.

AI here means an AI assistant drafting the code. The API integration guide shows how.

Integration approach comparison

Section titled “Integration approach comparison”
FactorDirect APIMiddlewareAI Code Generation
Skill requiredHigh (developers)Low (no-code)Medium (review code)
CustomizationUnlimitedLimited by platformHigh
MaintenanceCode updates neededPlatform managesCode updates needed
CostDevelopment timeMonthly subscriptionAI tool + dev time
Best forComplex, high-volumeStandard workflowsCustom but quick

You can also combine approaches. Keep simple automations in middleware and send high-volume or complex work through the API. AI can build lightweight endpoints for your middleware to wire up.

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