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Zapier

What can you do with Tallyfy’s Zapier integration?

Section titled “What can you do with Tallyfy’s Zapier integration?”

Zapier connects Tallyfy with thousands of business apps - no coding needed. New to Zapier? Check out our Zapier explainer ↗ first. You create automated workflows called “Zaps” that move data between Tallyfy and your other tools automatically.

Key capabilities

Section titled “Key capabilities”
  • Launch processes automatically - Start workflows when something happens in another system
  • Complete tasks - Mark tasks done when external conditions are met
  • Update form fields - Push or pull form data between Tallyfy and other apps
  • Create standalone tasks - Add one-off tasks with assignees, deadlines, and tags
  • React to completions - Trigger actions in other apps when Tallyfy tasks or processes finish

Common scenarios

Section titled “Common scenarios”
  • Launch onboarding when new employees appear in your HR system
  • Create tasks from incoming helpdesk tickets
  • Send completed form data to your CRM or ERP
  • Post Slack notifications when critical processes start or wrap up

Getting started

Section titled “Getting started”
  1. Connect your Tallyfy account to Zapier
  2. Pick a Tallyfy trigger or action for your Zap
  3. Test with sample data
  4. Turn it on and let it run

Browse the articles below for setup instructions and specific integration examples.

Section titled “Related articles”

Pro > Integrations

Tallyfy connects with your existing business software through twelve methods, from a full REST…
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