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Tallyfy

Understanding Power Automate basics

What are the Power Automate basics for Tallyfy integration?

Power Automate connects Tallyfy with the other business apps you use daily. It handles file syncing, notifications, data collection, and repetitive tasks - so your tools work smoothly with Tallyfy processes and you spend less time on manual work.

Here’s a quick example: when a client email arrives with a contract attachment, Power Automate saves that file to SharePoint and creates a Tallyfy task for your legal team to review it. That’s a trigger (the email arriving) followed by actions (saving the file, creating the task).

Tallyfy stays your go-to for managing processes and making sure people complete their work. Power Automate handles the automation around those processes - connecting Tallyfy to the rest of your systems.

Why should I integrate Power Automate with Tallyfy?

Tallyfy helps people work through structured processes together - defining steps, tracking progress, and collaborating. Power Automate picks up the system-to-system work that happens before, during, or after your Tallyfy workflows. Together, Tallyfy covers the human side and Power Automate covers the automation side.

Here’s what that looks like in practice:

  • Launch Tallyfy workflows from external events: When a new lead lands in your CRM (like Salesforce or HubSpot), a Power Automate flow can automatically launch a Tallyfy template such as “New Client Onboarding.”
  • Update external systems based on Tallyfy progress: When a task like “Invoice Approved” is completed in Tallyfy, a Power Automate flow (started by a Tallyfy webhook) can update your accounting software (e.g., QuickBooks, Xero).
  • Extend notifications: Tallyfy has its own notifications, but Power Automate can go further - sending an SMS to a field technician when an urgent task is assigned, or posting to a Microsoft Teams channel based on a Tallyfy event.

Tallyfy has a dedicated connector for Power Automate with 13 actions (like creating tasks and launching processes). It uses OAuth 2.0 authentication and is a Premium tier connector. You can also check the Tallyfy Connector page on Microsoft Learn ↗.

Important - The Tallyfy connector provides actions only, not triggers. To start a Power Automate flow from a Tallyfy event, use Tallyfy webhooks paired with Power Automate’s “When an HTTP request is received” trigger.

Core Power Automate terminology for Tallyfy users

These are the Power Automate terms you’ll need for your Tallyfy integration:

  • Flows: The core unit of Power Automate - an automated workflow with a trigger and one or more actions.
    • Cloud flows: Run in Microsoft’s cloud.
      • Automated flows: Start when a specific event happens. For example, a Tallyfy webhook can fire when a task completes, triggering an automated flow via the HTTP connector.
      • Instant flows (button flows): Started manually with a button click. A sales rep could use one to quickly launch a Tallyfy “Client Demo Request” process. Learn more about triggering flows manually.
      • Scheduled flows: Run at set times. For example, a daily flow that checks for overdue Tallyfy tasks and sends a summary to a manager.
    • Desktop flows: Used for Robotic Process Automation (RPA) on Windows desktops. See our article on RPA with Power Automate.
  • Connectors: Bridges that let Power Automate talk to different apps. The Tallyfy connector provides 13 actions for your Tallyfy account. Other connectors cover Microsoft services (Outlook, SharePoint) and third-party apps.
  • Triggers: The event that starts a flow. Examples: “When a new email arrives” (Outlook connector) or “When a file is created” (SharePoint connector). For Tallyfy events, you’d use Tallyfy webhooks with Power Automate’s HTTP request trigger - the Tallyfy connector itself doesn’t include triggers.
  • Actions: Operations a flow performs after it’s triggered. The Tallyfy connector’s actions include creating tasks, launching processes, completing tasks, and adding comments.
  • Conditions: Let your flows make decisions based on data, including data from Tallyfy. Covered in using conditional logic in Power Automate.
  • Expressions: Formulas for advanced data manipulation. We cover these in advanced conditions and expressions in Power Automate.
  • Dynamic content: Data from previous steps in your flow that you can reuse. For example, when a Tallyfy webhook fires and starts a flow, the webhook payload (task ID, name, who completed it) becomes dynamic content for later steps.

Power Automate interfaces overview

You’ll work with Power Automate through three main interfaces:

  • Web portal (make.powerautomate.com): The main hub for creating, managing, and monitoring cloud flows that connect to Tallyfy.
  • Mobile app (iOS and Android): Handy for running instant (button) flows that interact with Tallyfy.
  • Power Automate Desktop: For creating and managing desktop flows (RPA).

How these concepts work together with Tallyfy

Once you understand these building blocks, you can create automations that make your Tallyfy processes far more powerful.

Here’s a concrete example: An automated flow monitors your support inbox using Outlook’s connector. The trigger fires when a new email arrives. If the subject line contains “Urgent Support Request” (that’s a condition), the flow uses the Tallyfy connector as an action to create a high-priority task in your support process. The task includes dynamic content from the email - sender, subject, body - everything your team needs.

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 > 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 > 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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