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Tallyfy

Celigo

Connecting Tallyfy with Celigo

Celigo’s integrator.io platform connects enterprise systems - particularly NetSuite, Salesforce, and other business applications. You can use it to create data flows between Tallyfy and your other systems through Tallyfy’s REST API.

What you can do with a Celigo-Tallyfy integration

Typical integration patterns include:

  1. Trigger processes from business events - a sales order in NetSuite launches an approval workflow in Tallyfy
  2. Sync task completions - completed Tallyfy tasks update records in connected systems through Celigo flows
  3. Keep data in sync - process data stays current across Tallyfy, your ERP, CRM, and other platforms
  4. Automate assignments - use Celigo’s data transformations to assign Tallyfy tasks based on business rules

Building a custom integration

Since there’s no native connector, you’ll use Celigo’s universal HTTP connector to call Tallyfy’s API directly.

Steps to connect:

  1. Create a new HTTP connection in Celigo
  2. Configure authentication using a Tallyfy API token or OAuth 2.0 credentials
  3. Map Tallyfy’s REST API endpoints for templates (called “checklists” in the API) and processes (called “runs” in the API)
  4. Build flows using Celigo’s visual interface

Key Tallyfy API endpoints you’ll use:

All endpoints are scoped to an organization: /organizations/{org_id}/...

  • GET .../checklists - list available process templates
  • POST .../runs - launch a new process from a template
  • GET .../runs/{run_id}/tasks - get tasks in a running process
  • POST .../tasks - create standalone tasks
  • PUT .../runs/{run_id}/tasks/{task_id} - update or complete a task

API terminology mapping:

  • “Templates” in the UI = “Checklists” in the API
  • “Processes” in the UI = “Runs” in the API

Authentication options

Personal access token - the quickest way to start. Navigate to Settings > Integrations > REST API in Tallyfy and copy your token. It acts on behalf of your user account.

OAuth 2.0 - better for production integrations where multiple users authorize access. Contact Tallyfy support to get a Client ID and Client Secret. Tallyfy supports OAuth 2.0 bearer tokens with refresh capability.

Example scenarios

Order-to-fulfillment: A high-value order in NetSuite triggers a Tallyfy approval process through Celigo. Each approval step in Tallyfy updates the order status back in NetSuite.

Employee onboarding: New employee records in your HRIS trigger onboarding processes in Tallyfy. Celigo moves data between HR systems, IT provisioning tools, and Tallyfy tasks.

Customer escalation: Support tickets hitting priority thresholds in your CRM launch escalation workflows in Tallyfy through Celigo flows.

Celigo developer program

Celigo lets third-party developers create and publish connectors through their developer program. If you want to build a reusable Tallyfy connector, you can:

  • Enroll in Celigo’s Third-Party Developer Program
  • Build custom integration apps using Tallyfy’s REST API
  • Package and publish solutions to Celigo’s marketplace
  • Go through Celigo’s certification process for marketplace listing

Requirements

On the Tallyfy side:

  • API access enabled for your organization
  • REST API token or OAuth credentials
  • Process templates ready with the fields you want to populate

On the Celigo side:

  • integrator.io account with appropriate licensing
  • Universal connector permissions enabled
  • Error handling and retry rules configured

Pro > Integrations

Tallyfy offers twelve distinct ways to connect with your existing business software—from a full REST API and webhooks for developers to no-code middleware platforms like Zapier and Make.com to email and chat integrations for non-technical teams—so you can automatically sync data and trigger actions across all your tools without manual copy-pasting.

Middleware > Integrate to your CRM or ERP

Tallyfy integrates with CRM and ERP systems like Salesforce and NetSuite through middleware or magic links to automate the dozens of invisible micro-tasks between pipeline stages—such as technical reviews and legal approvals and team handoffs—that CRMs simply cannot track or coordinate across departments and external partners.

Integrations > Middleware

Tallyfy connects to thousands of business apps through middleware platforms like Zapier and Make.com using drag-and-drop visual tools that require no coding and let you automatically launch processes from external events and sync data between all your systems in minutes.

Open Api > API integration guide

Tallyfy’s REST API enables you to connect workflow features to external systems using OAuth 2.0 authentication with required Bearer tokens and X-Tallyfy-Client headers while mapping API terminology like Checklists and Runs to their UI equivalents of Templates and Processes and handling token refresh and multi-organization context for reliable integrations.
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