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Tallyfy

Vendors

The coordination layer your vendors need

Your HR, Finance, and collaboration platforms are great at their core functions. But they can’t coordinate cross-department processes.

When someone’s hired in your HR system, IT needs to provision accounts. Facilities needs workspace setup. Training needs to schedule orientation. Finance needs expense configuration. These handoffs happen through email and manual tracking - not the vendor platform.

Tallyfy fills this gap by coordinating workflows across ALL your teams, not just within one vendor’s world.

How vendor integrations work

When vendor events occur - new hire, payroll run, message shared - Tallyfy can launch structured workflows that:

  • Coordinate multiple departments automatically
  • Assign tasks with clear ownership and deadlines
  • Track progress across all stakeholders
  • Escalate when actions are delayed

Available vendor connections

The gap Tallyfy fills

CRM systems track deals through pipeline stages but can’t coordinate micro-tasks between stages - proposal development, technical scoping, pricing approvals, contract reviews, and post-sale handoffs.

Helpdesk tools capture tickets and conversations but can’t turn unstructured requests into structured process funnels with clear accountability and deadlines.

HR systems manage employee data but can’t coordinate IT provisioning, Facilities setup, or Training schedules when someone joins or leaves.

Finance systems process transactions but can’t handle multi-party approvals, month-end close coordination, or reconciliation workflows.

Communication tools enable conversations but can’t ensure accountability, track action items, or enforce deadlines.

RPA platforms automate repetitive screen tasks but can’t coordinate the human activities before, during, and after bot execution. Exception handling, approvals, and bot-human handoffs all need coordination.

Tallyfy works WITH these vendors as the coordination layer for processes spanning multiple teams and systems.

CRM coordination

CRM platforms are great at tracking deals and customer relationships. But deals need more than tracking - they need coordinated tasks across multiple teams that CRMs can’t handle.

What CRMs track:

  • Pipeline stages and deal values
  • Customer interactions and communications
  • Sales activities and forecasts
  • Contact and account data

What Tallyfy adds:

  • Micro-tasks between each sales stage
  • Cross-team proposal and contract workflows
  • Approval chains for pricing exceptions
  • Post-sale handoffs to Operations and Success
  • Audit trails for deal execution

Learn more: Integrate to your CRM or ERP

CRM vendors:

Helpdesk coordination

Helpdesk platforms capture support tickets and conversations. But complex issues need more than replies - they need structured workflows that turn ticket chaos into process funnels.

What helpdesks capture:

  • Support tickets and conversations
  • Agent assignments and SLAs
  • Customer communication history
  • Knowledge base articles

What Tallyfy adds:

  • Structured multi-team resolution workflows
  • Escalation processes with enforced deadlines
  • Post-resolution follow-up sequences
  • Root cause analysis workflows
  • Product improvement tracking

Learn more: Tickets vs. Processes

Helpdesk vendors:

RPA coordination

RPA platforms like UiPath, Automation Anywhere, and Blue Prism are great at automating repetitive, rule-based tasks. But most processes need BOTH automated AND human activities. Tallyfy provides the coordination layer that connects bots with human workflows.

What RPA automates:

  • Screen scraping and data extraction
  • Form filling and data entry
  • Rule-based decisions
  • Legacy system interactions

What Tallyfy adds:

  • Human-bot handoffs and exception routing
  • Full process visibility
  • Accountability for outcomes
  • SLA tracking across automated and manual steps

Learn more: Combining RPA systems and human operators

Connect today

Middleware platforms are the fastest path to connection:

API integration for custom requirements:

Vendors > Salesforce

Tallyfy bridges the gap between Salesforce pipeline stages by coordinating the invisible micro-tasks and cross-team handoffs and deadline-driven workflows that actually determine whether deals succeed after each stage transition in your CRM.

Vendors > Workday

Tallyfy coordinates the cross-department workflows that Workday cannot handle by automatically launching structured onboarding and offboarding processes across IT and Facilities and Finance and Training teams whenever employee events like hires or terminations occur in Workday.

Vendors > Close

Tallyfy pairs with Close CRM to handle the cross-team tasks and handoffs that happen between sales calls and deal stages — like demo coordination and pricing approvals and post-sale onboarding — ensuring supporting work across your organization keeps pace with fast-moving reps.

Vendors > Paycom

Tallyfy bridges the gap between Paycom’s single-database HCM platform and the cross-department workflows it can’t reach by coordinating IT provisioning and facilities setup and training enrollment and finance tasks across all teams when employee events like new hires or role changes occur in Paycom.
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