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Tallyfy

Connecting Power Automate to external data sources

Power Automate can connect Tallyfy to your databases and forms. Push data into Tallyfy, pull it out for reports, or trigger workflows when external systems change.

This article covers two scenarios: connecting SQL databases to Tallyfy and using Microsoft Forms responses to launch Tallyfy processes.

Tallyfy also offers direct integration through its Open API, webhooks, and the Tallyfy Power Automate connector.

Working with databases (e.g. SQL Server)

  • Why connect Tallyfy to a database via Power Automate?

    • Log Tallyfy data for reporting - Automatically write completed process or task details into a SQL database for reporting beyond what Tallyfy Analytics provides.
    • Archive Tallyfy details - Store task information including form field data in a data warehouse.
    • Trigger Tallyfy from database events - When a new record appears (e.g. a new customer in your CRM database), launch a Tallyfy onboarding template automatically.

  • SQL Server connector in Power Automate: The SQL Server connector provides:

    • Triggers: When an item is created (V2), When an item is modified (V2).
    • Actions: Get rows (V2), Insert row (V2), Update row (V2), Delete row (V2), Execute SQL query (V2).

  • Setting up a connection: You need your server name, database name, and authentication details.

  • Example: logging Tallyfy task completion to SQL

  1. Trigger: Tallyfy - “When a task is completed”.

  2. Action: Get task details using the Tallyfy connector or an HTTP action with the Tallyfy Open API.

    • Use the Task ID from the trigger to fetch data for the completed task, including form fields.

  3. Action: SQL Server - “Insert row (V2)”.

    • Select your SQL Server connection, database, and table.
    • Map dynamic content from the task details step (e.g. Task Name, Completion Date, form field values) to your SQL table columns.

Using Microsoft Forms to launch Tallyfy processes

Microsoft Forms gives users a simple front-end. They fill out a form, Power Automate launches the right Tallyfy process.

  • Why use Microsoft Forms with Tallyfy?

    • Simple process initiation - Users submit a Form (e.g. an IT support request) that launches a Tallyfy template.
    • Data collection - Collect information through a Form and populate form fields in a Tallyfy task or kick-off form.
    • Feedback loops - Gather feedback about a completed process and link it back to the specific Tallyfy process instance.

  • Microsoft Forms connector: (see understanding Power Automate basics)

    • Trigger: When a new response is submitted.
    • Action: Get response details.

  • Example: launch a Tallyfy process from a Form submission

  1. Create your Microsoft Form.

    • Design a form (e.g. “New Project Request”) with fields like Project Name, Client, Description, and Deadline.

  2. Trigger: Forms - “When a new response is submitted”.

    • Create an automated flow in Power Automate and select your form from the Form Id dropdown.

  3. Action: Forms - “Get response details”.

    • Select the same Form Id and use the Response Id dynamic content from the trigger.

  4. Action: Tallyfy - “Launch process”.

    • Select your Tallyfy template.
    • Run Name: Build a descriptive name using Form data, e.g. Project: [Project Name].
    • Kick-off Form Fields: Map outputs from “Get response details” to the corresponding form fields in your Tallyfy template.

Gathering user input in manual flows (recap)

Button flows can also collect external data. When someone clicks a button flow and enters “Client Name” and “Issue Description,” Power Automate can instantly create a task in your Tallyfy support process.

Tips for data integration

  • Data type compatibility - Tallyfy expects specific formats. Use Power Automate expressions like int() or string() to convert when needed.
  • Log Tallyfy identifiers - Always store Process ID or Task ID when sending data to external systems. This makes it easy to trace records later.
  • Inspect with “Compose” - Use a “Compose” action (see data operations and variables) to inspect payloads during testing.
  • Use the Open API when needed - Power Automate’s HTTP action with Tallyfy’s Open API handles scenarios the connector does not cover.

Middleware > Power Automate

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.

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 > 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.
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