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Tallyfy

Power Automate

Microsoft Power Automate (formerly Flow) connects your Tallyfy processes with Microsoft tools and other business applications. For background on what Power Automate can do, see our Power Automate explainer ↗. It acts as the bridge that lets Tallyfy talk to your other systems, automating data flows between them.

Tallyfy handles defining, managing, and tracking human-centric processes. Power Automate complements this by handling the system-to-system integrations and automated actions that happen around your Tallyfy workflows — no coding required.

The official Tallyfy connector for Power Automate is a Premium tier connector that uses OAuth 2.0 authentication. It provides 13 actions (and no triggers) for managing processes, tasks, members, and guests directly from your flows.

Use Power Automate for…Use Tallyfy for…
Data movement between systemsHuman workflow management and procedure templates
Automated system processesInteractive task assignment and tracking
Technical integration focusBusiness user experience and process visibility
Event-triggered automation rulesProcess standardization and improvement
Backend system connectivityVisual process tracking and collaboration

Combining Power Automate with Tallyfy gives you:

  • Data synchronization — Keep information consistent between Tallyfy and other business systems without double entry.
  • Automated flows — Use Power Automate flow triggers (like a new email or SharePoint event) to launch Tallyfy processes or create tasks through the connector’s actions.
  • Microsoft tools integration — Connect Tallyfy with Office 365, SharePoint, Dynamics, and Teams so your whole Microsoft stack works together.
  • Form field data processing — Send data submitted in Tallyfy form fields to other systems automatically.
  • Custom notifications — Build notification workflows based on Tallyfy events.

For example, when a candidate gets marked as “Hired” in your HR system, Power Automate can automatically kick off a Tallyfy “New Employee Onboarding” procedure template. Or when someone completes a “Client Proposal” task in Tallyfy, it updates your sales CRM.

For more on how these platforms compare, see these insights on approvals workflows ↗. Tallyfy also has built-in approval capabilities.

Guide to using Power Automate with Tallyfy

These articles walk you through connecting Power Automate with your Tallyfy Pro account, from basics to advanced automations.

Key considerations

  • Authentication — The Tallyfy connector uses OAuth 2.0. You sign in with your Tallyfy account and provide your organization ID during setup. See how to integrate Tallyfy with Microsoft Power Automate for steps.
  • Tallyfy connector — The connector provides 13 actions (no triggers) covering process launches, task completion, comments, member invitations, and more. See the full Tallyfy connector for Power Automate details.
  • Tallyfy API and webhooks — Need something the connector does not cover? Tallyfy’s Open API and webhooks work with Power Automate’s HTTP request action.
  • Error handling — Set up error handling in your flows to manage failures gracefully. Learn more about managing and monitoring Power Automate flows.
  • Rate limits — The connector allows 100 API calls per minute per connection. Power Automate also has its own flow execution limits.

Power Automate extends Tallyfy Pro by letting you create end-to-end automations that save time and eliminate manual tasks.

Power Automate > Connect Tallyfy to Power Automate

Tallyfy’s Premium connector for Microsoft Power Automate lets you link Tallyfy with Office 365 and thousands of other apps by simply searching for “Tallyfy” in Power Automate and signing in with OAuth 2.0 to start automating workflows in both directions.

Power Automate > Understanding Power Automate basics

Power Automate connects Tallyfy to your other business apps by using triggers and actions to automatically launch processes and create tasks based on external events like emails or CRM updates while Tallyfy handles the human side of structured workflow management and collaboration.

Power Automate > Creating your first flow in Power Automate

This guide walks through building a Power Automate flow that monitors your Outlook inbox for emails with a specific subject line like “New Sales Lead Received” and automatically creates a corresponding task in Tallyfy with the email content mapped in so no lead gets lost or forgotten.
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