Most Power Automate flows run automatically. But sometimes you need to kick off an automation manually - right when you need it. These are instant flows (also called button flows) because you trigger them by pressing a button in the Power Automate mobile app or web portal.
What are instant (button) flows?
Instant flows are workflows you start manually to perform actions in Tallyfy. No waiting for external events. Press the button, they run.
They’re perfect for:
Ad-hoc tasks: Irregular actions you still want to standardize
Quick one-click actions: Repetitive work you’re tired of doing manually
Flows needing user input: When you need to collect info before Tallyfy automation kicks in
Why use button flows with Tallyfy?
Button flows give you on-demand control over your Tallyfy processes and tasks:
Launch processes in seconds - start any template right from your phone, collecting initial info through the flow’s input fields
Log quick tasks - instantly add follow-up tasks to your Tasks view or drop a one-off task into an active process
Collect data on the fly - gather information through input fields, then pass it to Tallyfy’s Launch a Process action as the process name or summary
Example - log sales leads into Tallyfy
Here’s a walkthrough: a button flow that logs new sales leads. You’ll enter the lead’s name, email, and source. The flow then launches your “Sales Lead Intake” template in Tallyfy.
Web portal: Go to My flows, find your flow, click Run, fill in the inputs, and click Run flow
Mobile: Open the Power Automate app, tap Buttons, find your flow, tap it, and enter the details
That’s it. The flow launches your Tallyfy process and sends you a notification (if you set one up).
Tips for button flows
Keep inputs minimal. Fewer fields mean faster execution on mobile. Nobody likes typing on phones
Name them clearly. “Log Sales Lead” beats “Flow 1” every time
Stack actions. After the Tallyfy action, add an email or Teams notification - get more done with one button press
Consider automation first. Could this run automatically instead? A scheduled or event-based trigger sometimes makes more sense than another button to remember
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.
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.
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 connects email services like Outlook 365 to Tallyfy so incoming emails can automatically launch processes and populate form fields while Tallyfy events can trigger personalized outbound emails — all without manual work.