Connect Tallyfy to Zapier

Connect your Tallyfy account to Zapier

Tallyfy connects to Zapier through OAuth2¹ - you’ll authorize the connection on Tallyfy’s own login page, so your credentials never pass through Zapier directly. The whole setup takes about 5 minutes.

Considering integration alternatives

Zapier works for simple connections, but we’d generally recommend middleware platforms like n8n, Make, or Microsoft Power Automate for more capable, cost-effective integrations.

If you’ve got development resources, Tallyfy’s Open API gives you full control - you can even use AI to generate code for serverless functions.

Requirements

• An active Tallyfy account
• A Zapier account (free or paid)
• Your Tallyfy Organization ID

Connection process

Step 1 - Find your Tallyfy Organization ID

1. Log in to Tallyfy
2. Click your profile icon in the top-right corner
3. Select Settings
4. Go to the ORGANIZATION tab
5. Copy your Organization ID (an alphanumeric string)

Step 2 - Authorize in Zapier

1. Log in to Zapier
2. Click My Apps in the left sidebar
3. Select Add Connection or Connect a New Account
4. Search for Tallyfy and select it
5. Enter your Organization ID when prompted
6. Zapier opens Tallyfy’s login page - sign in with your Tallyfy credentials there
7. Click Yes, Continue to authorize

Step 3 - Verify the connection

1. After authorization, Zapier shows a success message
2. Tallyfy appears in your connected apps list
3. Click Test to confirm everything works

Troubleshooting

Connection not working? Check these first:

• Double-check that you copied the Organization ID correctly
• Make sure you’re using the right Tallyfy credentials on the login page
• Confirm your Tallyfy account has access to the organization you’re connecting
• Still stuck? Contact Tallyfy support

Once connected, you can start building Zaps that automate workflows between Tallyfy and your other apps.

Related articles

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.

Middleware > Zapier

Tallyfy’s Zapier integration lets you automatically launch processes and complete tasks and sync form data across thousands of business apps without coding by creating trigger-action workflows called Zaps that connect Tallyfy to tools like CRMs and HR systems and helpdesks.

Zapier > Tallyfy and Zapier

Tallyfy paired with Zapier lets your team handle the human side of work like judgment and decisions while automating repetitive tasks across apps — from CRM-triggered onboarding and scheduled process launches to turning emails and form submissions into tracked workflows with clear ownership.

Integrations > Middleware

Tallyfy connects to thousands of business apps through middleware platforms like Zapier and Make.com using drag-and-drop visual tools that require no coding and let you automatically launch processes from external events and sync data between all your systems in minutes.

Footnotes

1. Industry-standard protocol for secure third-party authorization without sharing passwords ↩

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