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.
Make
Make (formerly Integromat) is a visual integration platform that connects Tallyfy with hundreds of business applications. You build scenario-based workflows to automate multi-step processes across your apps - no coding required. For background on how automation transforms business operations, see the workflow automation guide ↗.
Tallyfy provides a dedicated Make.com custom app with these built-in actions:
- Start process - Launch a new process from any template, with kick-off form data
- Complete task - Mark tasks as done and submit form field data
- Update task - Change task name, deadline, or assignees (members, guests, groups)
- Add comment - Post comments or report problems on tasks
- Get process / List tasks - Pull process details or retrieve your assigned tasks
- Watch new tasks - Webhook trigger that fires when tasks get assigned to you
- Visual debugging - See exactly how data flows through each scenario step
- Built-in error handling - Automatic retries and error routes keep things running
- Data transformation - Built-in functions reshape data between steps
- Flexible scheduling - Run scenarios on demand, on a schedule, or triggered by events
- Launch onboarding processes when new records appear in HR systems
- Create tasks when support tickets arrive in helpdesk platforms
- Send completed form data to CRM or ERP systems
- Notify teams in Slack or Microsoft Teams when critical processes finish
- Create a Make account at make.com
- Add the Tallyfy custom app to your scenario
- Connect using your Tallyfy API token and Organization ID (found in Settings)
- Pick an action - like Start Process - and configure it
- Test your scenario with sample data, then activate it
You can also use Tallyfy’s Open API with Make’s HTTP module for custom calls beyond what the built-in app covers.
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.
Microsoft Power Automate serves as a no-code bridge between Tallyfy and your other business systems—including Office 365 and SharePoint and Dynamics—using a Premium-tier OAuth 2.0 connector with 13 actions to sync data and automatically launch processes or complete tasks based on events happening across your entire software stack.
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