Tallyfy Help & Support

What Tallyfy Triggers and Actions are Supported

Supported Triggers#

  • None yet!

Supported Searches#

  • Find Process Task - Find a process task on Tallyfy process.

Supported Actions#

  • Add Comment - Add a new comment or issue to a task.
  • Create Task - Creates a standalone task.
  • Change Task Assignees - Change the assignees of any task.
  • Complete Task - Complete a task in a process.
  • Change Task Deadline - Change the deadline of any task.
  • Start Process - Launch a new process using a blueprint.
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How to Get Started with Tallyfy on Zapier

When you start creating a Tallyfy Zap, you will be asked to connect your Tallyfy account.

Click to connect Tallyfy

You’ll now be asked to log into your Tallyfy account (unless you are already logged in).

Login to Tallyfy

Finally, you will be asked to give Zapier permission to access your account. Click "Authorization Request” to continue.

Login to APP

If all steps were successful your Tallyfy account will now be successfully connected.

Tallyfy connection successfull

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Common Problems with Tallyfy on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.

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