Tallyfy
tallyfy.com
WebsitesTallyfy is a workflow management platform that helps non-technical users document, track, and improve business processes through AI-powered templates,…
llms.txt
Tallyfy Products Documentation
Tallyfy is a workflow management platform that helps non-technical users document, track, and improve business processes through AI-powered templates, automated task management, and real-time progress monitoring.
This document contains links to all Tallyfy products documentation, organized hierarchically. For full content, see /llms-full.txt.
---## Answers
- Overview: Tallyfy Answers combines semantic understanding with keyword matching so users can find information through natural language queries. It offers built-in neural capabilities and simpler deployment than Elasticsearch, Algolia, or similar solutions.
Answers
- Authentication: Tallyfy Answers authentication requires an API key in the Authorization Bearer header with centralized identity management through account.tallyfy.com that supports multi-organization switching and follows security best practices for key storage and usage.
- Answers pricing: Contact the Tallyfy team to learn about Answers neural search pricing and capabilities. Get details and custom solutions for your specific search needs.
- Collections: Collections in Tallyfy Answers group similar objects together, like database tables. They support searching, filtering, and managing data with automatic schema detection and full CRUD operations.
- Objects: Objects are JSON data records in Tallyfy Answers that belong to collections. They can be indexed, retrieved, and searched using custom or auto-generated unique identifiers.
- Tasks: Tallyfy Answers processes long-running operations like batch imports in the background without blocking API requests. Monitor task progress and cancel jobs as needed.
- Search: Tallyfy Answers search combines AI semantic understanding with traditional keyword matching to deliver relevant results through natural language queries and exact term searches with smart filtering and instant results.
Collections
- [Create a collection](https://tallyfy.com/products/answers/collections/create-collection/): Create collections in Tallyfy Answers using a POST request to the /v1/collections endpoint. Each collection needs a unique name and supports automatic data type detection.
- [Delete a collection](https://tallyfy.com/products/answers/collections/delete-collection/): The DELETE endpoint permanently removes collections and all their objects from Tallyfy Answers with no recovery option. Consider alternatives like data export or backup before execution.
- [Get all collections](https://tallyfy.com/products/answers/collections/get-all-collections/): The GET /v1/collections endpoint retrieves all collections in your Tallyfy Answers account, sorted by creation date. Use limit and offset parameters for pagination.
- [Get a collection](https://tallyfy.com/products/answers/collections/get-collection/): Retrieve information about a specific collection in Tallyfy Answers using its unique name. The response includes metadata, schema details, and object counts.
- [Update a collection](https://tallyfy.com/products/answers/collections/update-collection/): Use the PATCH endpoint to modify existing collection properties like descriptions in Tallyfy Answers. Collection names can't be changed, and schema detection stays automatic.
Objects
- [Delete an object](https://tallyfy.com/products/answers/objects/delete-object/): Use the DELETE endpoint to permanently remove objects from Tallyfy Answers collections by unique ID. Returns deletion confirmation, with no recovery option.
- [Get an object](https://tallyfy.com/products/answers/objects/get-object/): Retrieve a specific object from a Tallyfy Answers collection using its unique identifier. Returns all object properties including system-generated timestamps.
- [Index multiple objects](https://tallyfy.com/products/answers/objects/index-multiple-objects/): The batch import endpoint lets you index multiple objects into Tallyfy Answers collections through a single API call. It processes JSON arrays and provides detailed error handling for large-scale data operations.
- [Index a single object](https://tallyfy.com/products/answers/objects/index-single-object/): Add a single object to a Tallyfy Answers collection in real time through a POST request with JSON data. Ideal for individual record creation and testing.
Search
- [Find similar objects](https://tallyfy.com/products/answers/search/find-similar-objects/): Use the Tallyfy Answers recommendation endpoint to find objects similar to a reference object. Results are ranked by vector distance and similarity score.
Denizen
- Overview: Tallyfy Denizen is a free API that delivers royalty-free, location-specific photos based on visitor IP geolocation. It's shown measurable improvements in conversion rates and engagement on registration pages.
Denizen
- Endpoints: The Tallyfy Denizen API returns royalty-free, location-specific images based on visitor IP address. It offers city-level coverage in the United States and country-level coverage elsewhere, with no authentication required.
Manufactory
- Overview: Tallyfy Manufactory is an API-based events lifecycle engine for collecting, querying, and triggering events from authenticated users. It offers transparent per-event pricing and lets organizations keep full control over their analytics and visualization tools.
Manufactory
- Data types: Tallyfy Manufactory supports six data types: TEXT, INTEGER, DATE, TIME, TIMESTAMP, and JSON. Each has specific formatting requirements, and Manufactory validates all incoming data.
- Authentication: Tallyfy Manufactory uses centralized identity management for general access. Customer-specific authentication is configured through direct consultation to protect manufacturing data.
- Manufactory pricing: Tallyfy Manufactory provides customized implementations based on data volume, storage duration, API call frequency, and integration options. Contact the sales team for a consultation.
- Naming conventions: Database column naming in PostgreSQL JSONB fields requires lowercase letters and underscores only. Names can't start with numbers or use special characters.
- Use cases and Pro integration: Tallyfy Manufactory extends Tallyfy Pro with event lifecycle capabilities, enabling automated workflow triggers from real-time machine events. It supports dynamic task assignments, predictive maintenance analytics, and flexible integrations with third-party systems through strong APIs.
- Actors: Actors represent users in Tallyfy Manufactory projects. Design and build actor schemas by planning which user properties you'll collect for your project.
- Observability best practices: Learn how observability practices help you monitor, troubleshoot, and analyze event-driven systems through Tallyfy Manufactory using structured event data.
- Events: Design and build a single event schema per project in Tallyfy Manufactory. Plan your event properties carefully, and create separate projects if you need multiple schemas.
- Implementation: Integrate Tallyfy Manufactory products through schema setup, event tracking, and user configuration. Most teams complete their first integration in under a week with proper planning.
- Triggers: Tallyfy Manufactory offers near real-time event-based triggers that respond to actor actions through configurable conditions and criteria. Act quickly on incoming data patterns unlike many other systems.
- Projects: Each Tallyfy Manufactory project has its own API key and requires user and event schemas. Create separate projects for different platforms like iOS and Android.
- Collector: The Tallyfy Manufactory collector lets you send actor data and events through REST API, websocket, or CLI agent methods. Data is viewable in a custom interface after creating required schemas.
Actors
- [Delete actor schema](https://tallyfy.com/products/manufactory/actors/delete_schema/): Remove an actor schema from Tallyfy Manufactory with the DELETE /actors/schema endpoint. You'll need your organization ID, project ID, and authentication token.
- [Get actors schema](https://tallyfy.com/products/manufactory/actors/get_schema/): Use the GET actors/schema endpoint to retrieve schema details for a Tallyfy Manufactory project. Returns attribute definitions, data types, and unique identifiers.
- [Create actors schema](https://tallyfy.com/products/manufactory/actors/create_schema/): The POST /actors/schema endpoint lets you create user schemas in Tallyfy Manufactory by specifying organization ID, project ID, attribute definitions, and a unique identifier field with proper authentication headers.
Best practices
- [Adopting an observability culture](https://tallyfy.com/products/manufactory/best-practices/adopting-observability-culture/): An observability culture for Tallyfy Manufactory goes beyond tools. It requires team-wide curiosity, shared ownership, data-driven practices, and blameless reviews to continuously improve event instrumentation.
- [Analyzing events and deriving insights](https://tallyfy.com/products/manufactory/best-practices/analyzing-events-and-deriving-insights/): Learn how to analyze event data in Tallyfy Manufactory using an iterative loop of observation, hypothesis testing, and filtering to find root causes and improve system design.
- [Event sampling strategies](https://tallyfy.com/products/manufactory/best-practices/event-sampling-strategies/): Event sampling strategies help manage high-volume event streams in Tallyfy Manufactory. Use techniques like fixed-rate or content-based sampling to reduce costs while keeping critical events like errors and business transactions.
- [Implementing distributed tracing for event workflows](https://tallyfy.com/products/manufactory/best-practices/implementing-distributed-tracing/): Distributed tracing tracks the progression of events through complex microservices architectures by creating unique identifiers that link related operations across multiple systems enabling complete visualization of event-driven workflows and helping identify bottlenecks and failures in systems like Tallyfy Manufactory.
- [Best practices for instrumenting applications](https://tallyfy.com/products/manufactory/best-practices/instrumenting-applications-for-manufactory/): Good instrumentation in Tallyfy Manufactory requires including unique identifiers along with event semantics and timestamps and rich contextual payload data to enable effective routing and processing while supporting meaningful analysis and troubleshooting of event-driven workflows.
- [Setting up effective alerts and SLOs](https://tallyfy.com/products/manufactory/best-practices/setting-up-alerts-and-slos/): SLOs provide a user-centric approach for creating actionable alerts by measuring error budget burn rates instead of relying on noisy traditional cause-based alerts that often lead to alert fatigue in event-driven systems.
- [Understanding structured events](https://tallyfy.com/products/manufactory/best-practices/understanding-structured-events/): Structured events use key-value pairs so Tallyfy Manufactory can route and trigger workflows. They provide machine-parsable, searchable data for querying and analyzing event-driven systems.
- [What is observability?](https://tallyfy.com/products/manufactory/best-practices/what-is-observability/): Observability helps you understand complex systems through detailed event data analysis. Explore and debug both known and unknown issues beyond predefined metrics.
Events
- [Delete events schema](https://tallyfy.com/products/manufactory/events/delete_schema/): Delete event schemas in Tallyfy Manufactory using the DELETE API endpoint. You'll need your organization ID, project ID, and Manufactory authentication token.
- [Get events schema](https://tallyfy.com/products/manufactory/events/get_schema/): Retrieve event schema attributes like event name, type, and purchase status for a specific Manufactory project using the GET events schema endpoint.
- [Create events schema](https://tallyfy.com/products/manufactory/events/create_schema/): Create an events schema in Tallyfy Manufactory by sending a POST request to /events/schema with your organization ID, project ID, and attribute definitions.
Implementation
- [Configuring user schema](https://tallyfy.com/products/manufactory/implementation/configuring_users_schema/): Tallyfy Manufactory's user schema configuration defines how user data is structured and stored. Contact Tallyfy for setup details and implementation guidance.
- [Configuring events schema](https://tallyfy.com/products/manufactory/implementation/configuring_events_schema/): Contact Tallyfy for help with configuring events schema in Manufactory. See related guides on user schema setup, event tracking, and implementation planning.
- [Planning](https://tallyfy.com/products/manufactory/implementation/planning/): Contact Tallyfy to plan your Manufactory implementation. Related articles cover user schema configuration, event tracking, pricing, and integration approaches.
Projects
- [Create a project](https://tallyfy.com/products/manufactory/projects/create_project/): Create new projects in Tallyfy Manufactory with the POST /projects endpoint. You'll need authentication, an org ID, project name, description, and timezone.
- [Get a project](https://tallyfy.com/products/manufactory/projects/get_project/): Retrieve a single Manufactory project's details by providing your organization ID and project ID. Returns the project name, description, timezone, and creation date.
- [Delete a project](https://tallyfy.com/products/manufactory/projects/delete_project/): Delete a Manufactory project using the DELETE API endpoint. You'll need the organization ID, project ID, and an authentication token in the request header.
- [Get all projects](https://tallyfy.com/products/manufactory/projects/get_projects/): Use the GET /projects/{org_id} endpoint to retrieve all Manufactory projects for an organization. Returns project details like IDs, names, descriptions, and timezones.
- [Reset project key](https://tallyfy.com/products/manufactory/projects/reset_key/): Use a POST request to reset a project's key with an access token. Returns project details including the new key, name, timezone, and creation date.
- [Update a project](https://tallyfy.com/products/manufactory/projects/update_project/): Use the PUT endpoint to update a Manufactory project's name, description, and timezone. You'll need the organization ID and project ID in the request path.
Collector
- [Collect events via CLI agent](https://tallyfy.com/products/manufactory/collector/agent/): The Tallyfy Manufactory collector agent off-loads API event transmission and collects data from IoT devices with limited computing power or connectivity.
- [Collecting events via the REST API](https://tallyfy.com/products/manufactory/collector/rest_api/): Send actors data and events into Tallyfy Manufactory using the REST API. You can also use websocket or CLI agent methods, each with secure authentication and data collection.
- [Collecting events via websocket](https://tallyfy.com/products/manufactory/collector/websocket/): Tallyfy Manufactory's websocket connection provides real-time two-way communication between browser and server for persistent data exchange.
### Agent
- [Agent collector authentication](https://tallyfy.com/products/manufactory/collector/agent/auth/): Configure a YAML file with your organization ID, project ID, and project key to authenticate the manufactory-agent. Place the config file in the same directory as the executable.
- [Send events via the CLI agent](https://tallyfy.com/products/manufactory/collector/agent/send_events/): Send actor-generated events through the Tallyfy Manufactory CLI agent using base64-encoded actor and event objects with attribute name-value pairs that follow predefined schemas.
### Rest_api
- [Send events via the REST API](https://tallyfy.com/products/manufactory/collector/rest_api/send_events/): Send actor profiles to Tallyfy Manufactory through the POST /events endpoint. You'll need an organization ID, project ID, actor profile object, and event attributes that follow defined schemas.
### Websocket
- [Connect to the websocket server](https://tallyfy.com/products/manufactory/collector/websocket/connect_to_ws/): Connect to the Tallyfy Manufactory websocket server at wss://collector.tallyfy.com/ws, then send an auth message with five required keys to pair the connection with the authenticated client before transmitting events.
- [Send events via websocket](https://tallyfy.com/products/manufactory/collector/websocket/send_events/): Send events to Tallyfy Manufactory through a websocket using a JSON message with a type field and attributes object. The server returns a confirmation on successful processing.
- [Websocket collector authentication](https://tallyfy.com/products/manufactory/collector/websocket/auth/): Authenticate websocket clients to Tallyfy Manufactory via the POST /auth endpoint. You'll need an organization ID, project ID, and actor profile data to generate a 12-hour session UUID.
Pro
- Introduction: Tallyfy turns business processes into self-running workflows in minutes. Create templates with AI, assign tasks automatically, track progress in real-time, and save 2 hours per employee daily.
Pro
- Compliance: Tallyfy maintains a current SOC 2 Type 2 attestation. Bank-level encryption (TLS 1.2+ and AES-256), immutable audit trails, and SSO enforcement serve regulated industries like financial services, healthcare, and manufacturing that need documented proof of who did what and when.
- Essentials: Tallyfy offers three template types. Procedure Templates for tracked workflows with automation, Document Templates for consistent policies with locked sections, and Form Templates for structured data collection.
- Lists: Tallyfy Lists are reusable data tables you define once and reference across all templates and processes. Data like vendor names or product codes stays consistent and up to date without repeated manual entry.
- Integrations: Tallyfy connects with your existing business software through twelve methods, from a full REST API and webhooks to no-code middleware platforms like Zapier. Sync data and trigger actions across all your tools without manual copy-pasting.
- Launching: Tallyfy lets you launch reusable templates into independent trackable processes, each with its own name, deadlines, and assignments. Choose from six methods including manual clicks, API calls, email triggers, and magic links. Template edits only affect future launches and never alter already-running work.
- Pricing: Tallyfy offers transparent pricing with annual and monthly billing, two member tiers (Full and Light), credit-based billing through Recurly, a Fair Price Guarantee for eligible countries, and nonprofit discounts.
- Miscellaneous: Find resources beyond Tallyfy's core workflow tools. Topics include company background, support and troubleshooting, browser compatibility, file storage, search, translation, and legal documentation.
- Settings: Tallyfy splits settings into Personal Settings that members control (like profile and notifications) and Organization Settings that only admins can change (like billing, branding, and integrations). Each role sees only what's relevant.
- Tracking: Tallyfy has two tracking views in the sidebar. Tracker View monitors entire workflows across your organization, while Tasks View is your personal to-do list of assignments and process steps.
- Getting started: Get started with Tallyfy in under 30 minutes. These step-by-step tutorials cover organization setup, dashboard basics, template creation, and launching your first tracked process.
Compliance
- [BIMI compliance](https://tallyfy.com/products/pro/compliance/bimi-compliance/): Tallyfy uses BIMI email authentication with SPF/DKIM/DMARC checks and a Verified Mark Certificate to display its official logo next to legitimate emails in your inbox. This helps you instantly distinguish real Tallyfy messages from phishing attempts and spoofed fakes.
- [HSTS compliance](https://tallyfy.com/products/pro/compliance/hsts-compliance/): Tallyfy enforces HSTS preloading, so your browser is hardcoded to only use encrypted HTTPS connections. This blocks SSL stripping and man-in-the-middle attacks before any data leaves your device, even on your first visit.
Integrations
- [Extract tasks from meetings](https://tallyfy.com/products/pro/integrations/extract-tasks-from-meetings/): Tallyfy is building a feature to transcribe meetings and extract action items as draft tasks with assignee mapping via SSO. Until it launches, you can build your own pipeline using Tallyfy's API with tools like OpenAI Whisper and GPT-4.
- [Handling idempotency](https://tallyfy.com/products/pro/integrations/handling-idempotency-in-webhooks-and-api/): Idempotency ensures that duplicate webhook events or retried API requests from Tallyfy don't cause problems like double records or repeated emails. Handle retries safely with deduplication tables, unique event keys, and conditional updates.
- [Tallyfy Analytics](https://tallyfy.com/products/pro/integrations/analytics/): Tallyfy Analytics is an add-on that replicates your workflow data into a private Amazon Athena environment where you can run SQL queries and connect BI tools like Tableau or Power BI to build custom dashboards and track process trends over time.
- [Azure translation services](https://tallyfy.com/products/pro/integrations/azure-translation/): Tallyfy handles multilingual teams two ways: switching the interface language through account settings, or translating user-generated content like task descriptions and comments via a Microsoft Azure Translation API connection.
- [Business systems integrations](https://tallyfy.com/products/pro/integrations/business-systems/): Tallyfy connects business operating systems like EOS® and Scaling Up to daily execution. It turns documented processes into trackable workflows with real-time visibility, so strategy doesn't stall on Monday morning.
- [Authentication and SSO](https://tallyfy.com/products/pro/integrations/authentication/): Tallyfy offers free SSO on all paid plans with support for Microsoft Entra ID, Google Workspace, Okta, OneLogin, JumpCloud, and any SAML 2.0 provider. Teams log in with existing corporate credentials and can use SSO-based approval audit trails for internal approvals.
- [BYO AI (Bring Your Own AI)](https://tallyfy.com/products/pro/integrations/byo-ai/): BYO AI connects your existing AI subscriptions like ChatGPT or Claude directly into Tallyfy workflows through the MCP standard. Your AI can read task context, complete steps, generate content, and make decisions automatically without any copy-pasting.
- [Computer AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/): Computer AI agents visually interpret and interact with any screen-based interface like a human would. Tallyfy sends instructions and captures results so you can monitor these agents alongside your broader business processes.
- [Email and SMTP](https://tallyfy.com/products/pro/integrations/email/): Tallyfy connects with email through custom SMTP for branded notifications, a Gmail add-on for managing workflows from your inbox, and upcoming features for in-email actions and personal email connections.
- [Document management](https://tallyfy.com/products/pro/integrations/document-management/): Connect your document management system to Tallyfy so workflows handle task assignments and timing. Your DMS keeps full control over storage and security, while file request links let external users upload directly without needing accounts.
- [Actions within emails](https://tallyfy.com/products/pro/integrations/interactive-email-actions/): Tallyfy's exploring interactive email actions that let users approve requests and complete tasks directly in Outlook or Gmail. This would use Microsoft Adaptive Cards and Gmail schema.org markup.
- [MCP server](https://tallyfy.com/products/pro/integrations/mcp-server/): Tallyfy's MCP Server lets you control workflows through plain English in ChatGPT, Claude, Gemini, or Copilot. Search tasks, launch processes, manage templates, and set up automations without any API knowledge.
- [Middleware](https://tallyfy.com/products/pro/integrations/middleware/): Tallyfy connects to thousands of business apps through middleware platforms like Zapier and Make.com. These drag-and-drop tools need no coding and let you launch processes from external events and sync data in minutes.
- [Robotics](https://tallyfy.com/products/pro/integrations/robotics/): Integrating robot systems with human workflows requires bridging proprietary control protocols like OPC UA and ROS2 through middleware and edge computing. Strict OT/IT network segregation and safety compliance are essential across manufacturing and logistics environments.
- [Open API](https://tallyfy.com/products/pro/integrations/open-api/): Tallyfy's REST API gives developers full programmatic access to the same platform features that power its web app. It covers process management, task operations, template control, and data export with three authentication methods, standard JSON responses, and required headers.
- [Webhooks](https://tallyfy.com/products/pro/integrations/webhooks/): Tallyfy webhooks automatically send structured JSON data to any external system via HTTP POST requests whenever workflow events like task completions or process launches occur, eliminating the need for constant polling and enabling instant real-time integrations with middleware platforms or custom APIs and serverless functions.
- [Vendors](https://tallyfy.com/products/pro/integrations/vendors/): Tallyfy acts as a coordination layer that connects your existing HR, CRM, helpdesk, finance and RPA platforms by managing the cross-department handoffs and multi-team workflows that no single vendor tool can handle on its own.
### Analytics
- [How Tallyfy Analytics works](https://tallyfy.com/products/pro/integrations/analytics/how-does-tallyfy-analytics-process-my-data/): Tallyfy Analytics processes your workflow data through a five-step pipeline, converting events into Apache Parquet files stored in Amazon S3. Connect BI tools like Power BI or Tableau using SQL queries through Amazon Athena.
- [CSV file structure](https://tallyfy.com/products/pro/integrations/analytics/how-is-the-csv-file-structured-in-tallyfy/): Tallyfy's CSV export flattens a running process into a 49-column spreadsheet. Each row represents a task, form field, or comment, making it easy to analyze workflow data in any spreadsheet or BI tool.
- [Google Analytics and Mixpanel integration](https://tallyfy.com/products/pro/integrations/analytics/how-to-set-up-google-analytics-integration-on-tallyfy/): Tallyfy sends usage data to your Google Analytics (GA4) or Mixpanel account when you paste a Measurement ID or project token. Track which templates and processes your team and guests use, and build custom reports on workflow adoption and task completions.
- [Why use BI platforms vs. native analytics?](https://tallyfy.com/products/pro/integrations/analytics/why-use-a-dedicated-bi-platform-with-tallyfy/): Tallyfy connects your process data to BI platforms like Power BI and Tableau instead of building native reports. Specialized analytics tools offer stronger visualizations, deeper analysis, and let you combine workflow data with other systems while keeping it fully portable.
- [Looker](https://tallyfy.com/products/pro/integrations/analytics/looker/): Looker and Looker Studio both connect to Tallyfy Analytics through Amazon Athena so teams can build interactive dashboards and drill into workflow performance data without writing SQL using either the enterprise platform or the free visualization tool.
- [Sigma Computing](https://tallyfy.com/products/pro/integrations/analytics/sigma/): Sigma Computing can't connect directly to AWS Athena, the engine behind Tallyfy Analytics. You can bridge the gap through Redshift Spectrum or a supported warehouse like Snowflake, or switch to Athena-compatible BI tools like Power BI, Tableau, or AWS QuickSight.
- [Snowflake](https://tallyfy.com/products/pro/integrations/analytics/snowflake/): Snowflake can query Tallyfy Analytics data stored as Parquet files in Amazon S3. Set up an external stage with your AWS credentials and run SQL queries against process and member data with no ETL pipeline needed.
- [Power BI](https://tallyfy.com/products/pro/integrations/analytics/powerbi/): Tallyfy's Power BI integration connects your workflow data through Amazon Athena so you can build interactive dashboards for process optimization, team performance analysis and executive reporting.
- [Tableau](https://tallyfy.com/products/pro/integrations/analytics/tableau/): Tableau connects to Tallyfy Analytics through Amazon Athena, letting teams build interactive dashboards. Spot workflow bottlenecks, track SLA compliance, and analyze form data without writing code.
### Looker
- [Connecting Looker Studio to analytics data](https://tallyfy.com/products/pro/integrations/analytics/looker/how-to-connect-looker-studio-to-tallyfy-data/): Looker Studio connects to Tallyfy Analytics data through a CData or OWOX connector in about 10-15 minutes. Build free shareable dashboards showing process volumes, task durations, and completion rates.
- [Connecting Looker to analytics data](https://tallyfy.com/products/pro/integrations/analytics/looker/how-to-connect-looker-to-tallyfy-data/): Looker connects to Tallyfy's workflow analytics data through Amazon Athena in about 15-20 minutes. Install a JDBC driver (for self-hosted instances), configure an Athena connection with AWS Access Key credentials, and query Parquet-formatted process and task data stored in S3 to build LookML models and dashboards.
### Sigma
- [Alternatives for spreadsheet-style analytics](https://tallyfy.com/products/pro/integrations/analytics/sigma/alternatives-for-tallyfy-analytics/): Sigma Computing can't connect directly to Tallyfy Analytics because it needs persistent database connections that Athena doesn't support. Use alternatives like Power BI, Tableau, or AWS QuickSight, or bridge to Sigma through Snowflake or Redshift.
- [Connection limitations and alternatives](https://tallyfy.com/products/pro/integrations/analytics/sigma/current-connection-limitations/): Sigma Computing can't connect directly to Tallyfy Analytics because of an architecture mismatch. Bridge the gap with Snowflake or Redshift Spectrum, or switch to BI tools like Power BI, Tableau, or AWS QuickSight that support Athena natively.
### Powerbi
- [Connect Power BI](https://tallyfy.com/products/pro/integrations/analytics/powerbi/how-to-analyze-tallyfy-workflows-with-power-bi/): Connect Power BI to your Tallyfy workflow data through Amazon Athena using an ODBC driver in about 15 minutes. Build dashboards from per-process Parquet files and member tables using Access Key authentication (not IAM credentials) in us-west-2.
### Tableau
- [Connecting Tableau to analytics data](https://tallyfy.com/products/pro/integrations/analytics/tableau/how-can-i-connect-tableau-to-my-tallyfy-data/): Tallyfy Analytics connects to Tableau Desktop through Amazon Athena in about 15 minutes. Install a JDBC driver and use Access Key credentials to query workflow data like process durations, task completion rates, and form field answers.
- [Troubleshoot issues](https://tallyfy.com/products/pro/integrations/analytics/tableau/how-to-troubleshoot-data-connection-issues-in-tallyfy/): Tallyfy Analytics connections through Tableau can break due to wrong credential types or expired keys. Diagnose authentication errors and reconnect data sources using the correct Access Key/Secret Key pair and connection parameters.
- [Sample Tableau visualizations](https://tallyfy.com/products/pro/integrations/analytics/tableau/sample-tableau-visualizations/): Explore 10 ready-to-use Tableau chart types for Tallyfy Analytics data, covering task on-time rates, user timeliness, workload distribution, and more. Download the sample workbook to connect to your own data source.
- [Share a Tableau workbook](https://tallyfy.com/products/pro/integrations/analytics/tableau/share-workbook-without-data/): Tableau workbooks connected to Tallyfy Analytics can be safely shared by disconnecting data sources before distribution so recipients get the full dashboard layout and visualizations but must reconnect using their own credentials to protect your data and access details.
### Azure translation
- [Translation requirements for process documentation](https://tallyfy.com/products/pro/integrations/azure-translation/global-workplace-language-requirements/): Many countries require workplace documents like contracts and SOPs in local languages. Tallyfy uses Azure AI-powered translation to render workflow content into 100+ languages, helping global organizations stay compliant across jurisdictions.
- [Azure Cognitive AI integration setup](https://tallyfy.com/products/pro/integrations/azure-translation/how-to-set-up-azure-cognitive-ai-integration/): Tallyfy integrates with Microsoft Azure Translator for real-time translation of task descriptions, comments, and form data. Connect your Azure API key, resource name, and region through admin settings in about 15 minutes.
- [Content translation](https://tallyfy.com/products/pro/integrations/azure-translation/how-to-use-content-translation/): Tallyfy's content translation uses Microsoft Azure AI to translate text like descriptions, comments, and form answers in real-time. Each team member reads content in their preferred language from 100+ options.
### Business systems
- [EOS integration and process component support](https://tallyfy.com/products/pro/integrations/business-systems/eos-integration/): Tallyfy turns your documented EOS processes into trackable workflows that run consistently every day. Teams get real-time visibility into who has what by when, so Level 10 Meetings and scorecards use actual execution data instead of guesswork.
### Authentication
- [Integrate Microsoft Entra ID SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-azure-ad-samlsso-with-tallyfy/): Tallyfy integrates with Microsoft Entra ID (formerly Azure Active Directory) for SAML-based single sign-on. An admin creates an enterprise app in Entra ID and exchanges SAML configuration values with Tallyfy Support to enable automatic login and account provisioning.
- [Integrate Google Workspace](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-google-suite-samlsso-with-tallyfy/): Connect Google Workspace with Tallyfy through SAML-based Single Sign-On by creating a custom SAML app in Google Admin and exchanging configuration details with Tallyfy Support. Users authenticate with Google credentials, and new accounts are created on first login.
- [Integrate JumpCloud SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-jumpcloud-samlsso-with-tallyfy/): Set up SAML-based SSO between JumpCloud and Tallyfy by creating a custom SAML app and exchanging metadata with Tallyfy Support. Enables automatic login and just-in-time account creation for assigned users.
- [Integrate Okta SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-okta-samlsso-with-tallyfy/): Tallyfy integrates with Okta through SAML 2.0 SSO. Create an Okta SAML app and exchange configuration details with Tallyfy Support so users can authenticate automatically and get accounts provisioned on first login.
- [Integrate OneLogin SSO](https://tallyfy.com/products/pro/integrations/authentication/how-to-integrate-onelogin-samlsso-with-tallyfy/): Set up SAML-based Single Sign-On between OneLogin and Tallyfy. Create a custom SAML connector in OneLogin, exchange configuration values with Tallyfy Support, and enable team members to authenticate through a special SSO URL with automatic provisioning.
### Byo ai
- [ChatGPT integration](https://tallyfy.com/products/pro/integrations/byo-ai/chatgpt-integration/): ChatGPT users on Plus or higher plans can connect to Tallyfy's MCP server using OAuth 2.1 with PKCE. Search and manage tasks, processes, templates, and automations through plain language with over 30 available tools.
- [Claude integration](https://tallyfy.com/products/pro/integrations/byo-ai/claude-integration/): Claude connects to Tallyfy's MCP server at mcp.tallyfy.com using OAuth 2.1 with PKCE. Manage tasks, processes, templates, and automations through natural language in Claude.ai or Claude Desktop with over 40 tools.
- [Microsoft Copilot integration](https://tallyfy.com/products/pro/integrations/byo-ai/microsoft-copilot-integration/): Connect Microsoft 365 Copilot to Tallyfy through API plugins and Azure AD OAuth2. Copilot reads your emails, documents, and Teams data to trigger and manage workflow automation.
- [Use cases](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/): Connect any major AI platform to Tallyfy through MCP to manage tasks, check process status, build templates, launch workflows, and generate reports through natural conversation. No API expertise or tab-switching needed.
### Use cases
- [Audit and improve your templates](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/audit-and-improve-your-templates/): Tallyfy's AI can audit any process template for missing instructions, form fields, assignees, and deadlines. It fills gaps with sensible defaults so you can launch cleaner, more reliable workflows without hours of manual review.
- [Build a template through conversation](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/build-a-template-through-conversation/): Describe your process in plain language to an AI assistant like Claude or ChatGPT. It'll create a Tallyfy template with steps, form fields, assignments, and deadlines through a back-and-forth conversation you can refine without touching a template builder.
- [Check process status across your team](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/check-process-status-across-your-team/): Ask your AI one question to scan all running Tallyfy processes and find overdue tasks with assignee names and delay times. Spot workflow bottlenecks in seconds instead of clicking through dashboards.
- [Connect your AI to Tallyfy](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/connect-your-ai-to-tallyfy/): Connect any major AI platform like Claude, ChatGPT, Copilot, or Gemini to Tallyfy in under five minutes. Add one MCP server URL, authorize your account, and your AI can read and act on tasks, processes, and templates through natural conversation.
- [Find anything across your workflows](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/find-anything-across-your-workflows/): Tallyfy's AI-powered search lets you type plain-language questions to find tasks, processes, and templates across your organization in seconds. No need to click through multiple screens or set up filters manually.
- [Create tasks from meeting notes](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/create-tasks-from-meeting-notes/): Paste messy meeting notes into any AI assistant connected to Tallyfy. It automatically parses every action item into assigned, deadline-tracked tasks by matching names to your member list and extracting due dates from natural language.
- [Generate reports from process data](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/generate-reports-from-process-data/): Tallyfy's AI integration lets you generate instant reports on process data by asking questions in natural language. Get completion counts, timing analysis, bottleneck identification, and workload breakdowns without exporting spreadsheets.
- [Get a daily briefing of your tasks](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/get-a-daily-briefing-of-your-tasks/): Tallyfy's AI integration lets you replace manual task scanning each morning with a single prompt. It pulls your live task list and sorts it into overdue, due-today, and upcoming categories so you can start your day with a clear action plan.
- [Import a document as a template](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/import-a-document-as-a-template/): Paste any messy SOP, checklist, or process document into your AI and it'll build a clean Tallyfy template with steps, form fields, and role assignments. No cleanup or reformatting needed.
- [Import forms into kick-off or step fields](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/import-forms-into-kick-off-or-step-fields/): Paste field names and types from any PDF, Google Form, or spreadsheet into your AI assistant. It automatically creates matching form fields on your template's kick-off form or specific step.
- [Insert data into form fields from other systems](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/insert-data-into-form-fields-from-other-systems/): Paste raw data from emails, spreadsheets, CRMs, or PDFs into your AI chat. It'll automatically map and fill the correct form fields on your Tallyfy tasks without any manual copy-pasting.
- [Merge and combine templates](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/merge-and-combine-templates/): Tallyfy's AI integration lets you merge multiple workflow templates into one or split oversized templates apart through plain conversation. It reads all steps and form fields, detects duplicates, and preserves data without manual copy-pasting.
- [Launch processes with pre-filled data](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/launch-processes-with-pre-filled-data/): Tell your AI what process to launch in plain language. It finds the right Tallyfy template, pre-fills all kick-off form fields, and starts the process without manual searching or data entry.
- [Set up automation rules in plain language](https://tallyfy.com/products/pro/integrations/byo-ai/use-cases/set-up-automation-rules-in-plain-language/): Describe automation rules in plain language to your connected AI instead of using the automation builder. Your AI reads the template, checks for conflicts, and creates if-then rules for step visibility, assignments, and deadlines.
### Computer ai agents
- [Local computer use agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/local-computer-use-agents/): Local Computer Use Agents run AI-powered automation entirely on your own hardware for complete privacy and zero latency and Tallyfy is building orchestration solutions that pair small language models with structured workflows so organizations can automate mundane tasks like form filling and invoice processing on standard business laptops without sending sensitive data to the cloud.
- [RPA vs. computer AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/rpa-vs-computer-use-agents/): RPA bots follow fixed rules for repetitive tasks but break when anything changes. Computer AI agents use language models and vision to adapt dynamically, and Tallyfy orchestrates both types in a single workflow with human checkpoints.
- [AI agent vendors](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/): AI agent vendors like OpenAI Operator, Claude Computer Use, Skyvern, and Twin.so can automate browser-based tasks. Tallyfy acts as the workflow layer that assigns small steps to these agents while routing failures to human reviewers.
### Vendors
- [Claude computer use](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/claude-computer-use/): Claude Computer Use lets an AI agent visually control a screen through screenshots and mouse/keyboard actions inside a sandboxed Docker environment and Tallyfy orchestrates this by sending task instructions via webhook and capturing results back into workflow fields so you can automate repetitive desktop and web UI tasks like form filling and legacy data extraction while keeping humans in the loop for oversight.
- [Manus AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/manus/): Manus AI is a fully autonomous cloud-based agent that breaks down complex goals into subtasks handled by specialized sub-agents in parallel. It could integrate with Tallyfy for research-heavy workflow steps like market reports or competitive intelligence.
- [OpenAI agent capabilities](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/openai-chatgpt-agent/): OpenAI's agent tools including the Responses API, Agents SDK, and Computer Use model connect with Tallyfy to automate web interactions like form filling and data extraction. Tallyfy provides the structured workflow layer with audit trails and error routing to humans while agents handle simple repetitive browser tasks.
- [Skyvern AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/skyvern/): Skyvern is an open-source browser automation tool that uses LLMs and computer vision to run web workflows without brittle scripts. It integrates with Tallyfy through webhooks using a three-agent architecture that adapts when websites change.
- [Twin.so AI agents](https://tallyfy.com/products/pro/integrations/computer-ai-agents/vendors/twin/): Twin.so builds AI agents that automate browser-based tasks like invoice retrieval at scale. Through enterprise partnerships, they can integrate with Tallyfy to handle repetitive web portal work like document downloads and data extraction without traditional APIs.
### Email
- [Gmail add-on](https://tallyfy.com/products/pro/integrations/email/how-can-i-manage-my-tasks-with-tallyfys-gmail-add-on/): The Tallyfy Gmail add-on lets you create tasks from emails, start workflows, and manage your task list. You can also link email threads to existing tasks without leaving your inbox.
- [Set up custom SMTP sending](https://tallyfy.com/products/pro/integrations/email/how-to-set-up-custom-smtp-in-tallyfy/): Route all Tallyfy notification emails through your own SMTP server so messages come from your organization's domain. You get full control over deliverability and sender reputation, and setup only requires a host, port, and credentials.
- [Connect your email](https://tallyfy.com/products/pro/integrations/email/connect-your-email/): Connect Your Email lets each user send Tallyfy workflow notifications from their personal Gmail or Outlook account via OAuth. Recipients see emails from a real person instead of a system address, improving deliverability and response rates.
### Connect your email
- [Google Workspace email connection](https://tallyfy.com/products/pro/integrations/email/connect-your-email/google-workspace/): Tallyfy's planned Google Workspace integration sends workflow emails from your own Gmail address using OAuth 2.0 with only the `gmail.send` permission. It works with all Google security features and stores nothing beyond an encrypted refresh token and your email address.
- [Microsoft Outlook email connection](https://tallyfy.com/products/pro/integrations/email/connect-your-email/outlook/): Tallyfy's planned Microsoft Outlook integration sends workflow emails from your Microsoft 365 or Outlook.com account using Graph API. It requires only the Mail.Send permission and respects your organization's conditional access policies.
### Middleware
- [Stream data to a spreadsheet](https://tallyfy.com/products/pro/integrations/middleware/how-can-i-export-form-fields-from-tallyfy-to-spreadsheet/): Tallyfy can automatically send completed form field data to Google Sheets or Excel Online by firing a webhook when a task is done and using middleware tools like Zapier or Power Automate to map each field value into the correct spreadsheet columns without any manual copying.
- [CRM and ERP integration](https://tallyfy.com/products/pro/integrations/middleware/integrate-into-crm/): Tallyfy connects to CRM and ERP systems like Salesforce and NetSuite through middleware or magic links. It automates the invisible micro-tasks between pipeline stages that CRMs can't track or coordinate across departments.
- [Why use middleware?](https://tallyfy.com/products/pro/integrations/middleware/why-should-i-use-an-integration-platform-with-tallyfy/): Middleware platforms like Zapier and Make.com connect Tallyfy to hundreds of apps without custom API code. Pre-built connectors, error handling, and data transformation tools get integrations running in minutes instead of days.
- [Celigo](https://tallyfy.com/products/pro/integrations/middleware/celigo/): Celigo's integrator.io platform can connect to Tallyfy through its universal HTTP connector and Tallyfy's REST API. Automate workflows like triggering approvals from NetSuite orders or syncing task completions back to your ERP and CRM systems.
- [Make](https://tallyfy.com/products/pro/integrations/middleware/make/): Tallyfy integrates with Make (formerly Integromat) through a custom app that lets you build automated scenarios to launch processes, complete tasks, and sync form data across hundreds of apps without code.
- [n8n](https://tallyfy.com/products/pro/integrations/middleware/n8n/): n8n is a developer-friendly automation platform with a dedicated Tallyfy connector. It offers 55 operations across 10 resources and connects Tallyfy to hundreds of business apps with self-hosting support.
- [Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/): Microsoft Power Automate connects Tallyfy to Office 365, SharePoint, Dynamics, and other business systems. Its Premium-tier OAuth 2.0 connector provides 13 actions to sync data and launch processes automatically.
- [Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/): Tallyfy's Workato connector uses OAuth 2.0 and Workato's Ruby SDK to start processes, complete tasks, and track assignments across enterprise systems. It provides five actions and three polling triggers that dynamically map kick-off form fields from your templates.
- [Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/): Tallyfy's Zapier integration lets you launch processes, complete tasks, and sync form data across thousands of apps without coding. Create trigger-action workflows called Zaps to connect Tallyfy with CRMs, HR systems, and more.
### N8n
- [Common n8n workflow examples](https://tallyfy.com/products/pro/integrations/middleware/n8n/common-n8n-workflow-examples/): Ready-to-use n8n workflow patterns for automating Tallyfy processes. Covers CRM-triggered onboarding, multi-system form routing, AI-powered task assignment, and scheduled data collection with error handling.
- [Connecting n8n](https://tallyfy.com/products/pro/integrations/middleware/n8n/connecting-n8n-to-tallyfy/): n8n connects to Tallyfy in about five minutes using either a community-built Tallyfy node or HTTP Request nodes. It supports 60+ operations across blueprints, processes, tasks, comments, users, and groups.
- [n8n vs other middleware platforms](https://tallyfy.com/products/pro/integrations/middleware/n8n/n8n-vs-other-middleware-platforms/): n8n works best for high-volume Tallyfy integrations because it charges per workflow execution, not per operation. It also offers self-hosting for data privacy, while Zapier suits quick setups and Power Automate fits Microsoft-heavy organizations.
### Power automate
- [Advanced conditions and expressions in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/advanced-conditions-and-expressions/): Power Automate expressions, grouped conditions, and Switch controls handle Tallyfy workflow logic beyond basic if-then rules. Use calculations on form field data and multi-outcome branching based on task values and process states.
- [Automating Microsoft Entra ID with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/automating-azure-ad-with-power-automate/): Use Power Automate to handle Microsoft Entra ID identity tasks like syncing Tallyfy members to security groups and generating access review reports. Built-in connectors cover common operations, while the Microsoft Graph API handles advanced scenarios like custom role assignments.
- [Connecting Power Automate to external data sources](https://tallyfy.com/products/pro/integrations/middleware/power-automate/connecting-power-automate-to-external-data/): Power Automate bridges Tallyfy with SQL databases and Microsoft Forms. Automatically log task completions to database tables for reporting, or launch Tallyfy processes from form submissions by mapping responses to kick-off fields.
- [Building approval workflows with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/building-approval-workflows-with-power-automate/): Power Automate's formal approval actions can wrap around Tallyfy processes to handle conditional sign-offs like budget thresholds and route decisions through managers or external reviewers before updating results back into the originating Tallyfy task automatically.
- [Create your first Power Automate flow](https://tallyfy.com/products/pro/integrations/middleware/power-automate/creating-your-first-flow-in-power-automate/): Build a Power Automate flow that monitors your Outlook inbox for emails with a specific subject line and automatically creates a task in Tallyfy with the email content mapped in so no lead gets lost.
- [Connect Tallyfy to Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/how-can-i-integrate-tallyfy-with-microsoft-power-automate/): Tallyfy's Premium connector for Microsoft Power Automate lets you link Tallyfy with Office 365 and thousands of other apps. Search for Tallyfy in Power Automate and sign in with OAuth 2.0 to automate workflows in both directions.
- [Integrating Power Automate approvals with Microsoft Teams](https://tallyfy.com/products/pro/integrations/middleware/power-automate/integrating-power-automate-approvals-with-microsoft-teams/): Route Power Automate approval notifications into Microsoft Teams as interactive Adaptive Cards. Approvers can approve or reject Tallyfy process requests without leaving Teams, and responses flow back to update the original task.
- [RPA with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/introduction-to-rpa-with-power-automate/): Power Automate Desktop lets Tallyfy connect with legacy desktop apps that don't have APIs. Software bots mimic human interactions like clicking and typing through an on-premises gateway between cloud flows and desktop automation.
- [Managing and monitoring Power Automate flows](https://tallyfy.com/products/pro/integrations/middleware/power-automate/managing-and-monitoring-power-automate-flows/): Share, export, import, and troubleshoot Power Automate flows connected to Tallyfy. Covers co-ownership, run history monitoring, and debugging tools like the flow checker and peek code.
- [Managing files with Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/managing-files-with-power-automate/): Power Automate can automatically manage files tied to Tallyfy workflows. Archive documents to SharePoint or OneDrive when tasks complete, or launch processes when files appear in monitored folders.
- [Triggering flows manually (button flows)](https://tallyfy.com/products/pro/integrations/middleware/power-automate/triggering-flows-manually-button-flows/): Instant (button) flows in Power Automate let you manually trigger automations on demand, like logging a sales lead by pressing a button that collects input fields and launches a Tallyfy process template with that data in seconds from your phone or web portal.
- [Power Automate basics](https://tallyfy.com/products/pro/integrations/middleware/power-automate/understanding-power-automate-basics/): Power Automate connects Tallyfy to your other business apps using triggers and actions to launch processes and create tasks from external events. Tallyfy handles the human side of workflow management while Power Automate covers system-to-system automation.
- [AI Builder in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/using-ai-builder-in-power-automate/): AI Builder in Power Automate adds AI capabilities like text recognition and sentiment analysis to your Tallyfy workflows. Scanned documents and customer feedback get automatically processed and routed without manual data entry or coding.
- [Conditional logic in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/using-conditional-logic-in-power-automate/): Power Automate's conditional logic lets flows make decisions based on Tallyfy data - using IF-THEN structures, Switch controls, and nested conditions to route actions differently based on task statuses, form field values, and process conditions.
- [Data operations and variables in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/working-with-data-operations-and-variables/): Power Automate lets you store and transform Tallyfy task data using variables, loops, and parse operations. Filter tasks by date and build formatted reports like daily HTML email summaries of due items.
- [Email automation in Power Automate](https://tallyfy.com/products/pro/integrations/middleware/power-automate/working-with-email-automation-in-power-automate/): Power Automate connects email services like Outlook 365 to Tallyfy so incoming emails can automatically launch processes and populate form fields. Tallyfy events can also trigger personalized outbound emails, all without manual work.
### Workato
- [Complete Tallyfy tasks from Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/how-to-complete-tallyfy-tasks-from-workato/): Workato recipes can automatically complete Tallyfy tasks when external events happen. Send HTTP POST requests to the completed-tasks API endpoint with form field data, error handling for missing fields, and rate limit retries.
- [Launch Tallyfy processes from Workato](https://tallyfy.com/products/pro/integrations/middleware/workato/how-to-launch-tallyfy-processes-from-workato/): Workato recipes can automatically launch Tallyfy processes from triggers in Salesforce, Zendesk, or other systems. The HTTP connector sends authenticated POST requests to Tallyfy's API with template IDs and kick-off form data mapped from the triggering event.
### Zapier
- [Tallyfy and Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-can-i-improve-task-management-with-tallyfy/): 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.
- [Automate monthly process launch with Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-monthly-process-launch-with-zapier/): Tallyfy integrates with Zapier's schedule trigger to automatically launch recurring monthly processes like reports or reviews. Set a date and time, link it to a template, and you're done in about five minutes.
- [Automate tasks using Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-automate-tasks-in-tallyfy-using-zaps/): Zapier can automatically mark Tallyfy tasks as complete when triggered by external events. Use a known task ID directly, or first search for the task through a template ID and process name before passing it to the Complete Task action.
- [Connect Tallyfy to Zapier](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-connect-your-tallyfy-account-to-zapier/): Connecting Tallyfy to Zapier takes about 5 minutes using OAuth2 authorization. Find your Organization ID in Tallyfy settings, then search for Tallyfy in Zapier to sign in securely without sharing credentials.
- [Action to 'Launch Process'](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-customize-your-tallyfy-zap-for-launch-process/): Zapier's "Launch Process" action automatically starts a Tallyfy process from any trigger event by mapping external data into kick-off form fields and assignees. Any values set in the Zap override template defaults.
- [Zapier integration troubleshooting](https://tallyfy.com/products/pro/integrations/middleware/zapier/zapier-integration-troubleshooting/): Fix common Tallyfy-Zapier problems including OAuth2 authentication failures, webhook triggers that don't fire, and action errors from wrong template IDs or missing fields. Covers connection issues, field mapping, and error messages.
### Robotics
- [Apptronik Apollo integration](https://tallyfy.com/products/pro/integrations/robotics/apptronik/): Tallyfy can work as a workflow management layer for Apptronik's Apollo humanoid robots, connecting through a ROS bridge to fill gaps in fleet coordination, procedure updates, and compliance documentation.
- [Boston Dynamics integration](https://tallyfy.com/products/pro/integrations/robotics/boston-dynamics/): Boston Dynamics Spot robots handle industrial inspections across 1,500+ deployments but lack cross-site knowledge sharing and conditional mission logic. A workflow platform could fill those gaps through Orbit's REST API and webhooks.
- [KUKA Robotics integration](https://tallyfy.com/products/pro/integrations/robotics/kuka/): Tallyfy works as a workflow layer above KUKA's robot fleet, from 6kg collaborative arms to 1300kg heavy-duty systems. It provides SOP documentation, audit trails, and fleet-wide visibility that KUKA's native tools don't cover.
- [Unitree Robotics integration](https://tallyfy.com/products/pro/integrations/robotics/unitree/): Unitree Robotics builds quadruped and humanoid robots with strong SDKs for movement control but lacks workflow management for fleet coordination. Tallyfy could serve as a centralized process layer that delivers procedures and logs task completions across a robot fleet.
- [Universal Robots integration](https://tallyfy.com/products/pro/integrations/robotics/universal-robots/): Universal Robots cobots use PolyScope X for visual programming but store programs locally on each controller. This creates problems for fleet-wide version management, knowledge sharing, and compliance audit trails.
### Open api
- [Third-party application API access](https://tallyfy.com/products/pro/integrations/open-api/access-api-as-a-third-party-application-instead-of-a-user/): Third-party apps can access Tallyfy's API through OAuth 2.0 client credentials. Your app gets an application-level token using a client ID and secret, then exchanges it for user-specific tokens to act on behalf of individual users.
- [Combining RPA systems and human operators](https://tallyfy.com/products/pro/integrations/open-api/how-does-tallyfy-combine-rpa-systems-and-human-operators/): Tallyfy coordinates RPA tools like UiPath and Blue Prism with human operators. It manages automated and manual tasks in one workflow through its API, with handoffs, exception handling, and full process visibility in one place.
- [API integration guide](https://tallyfy.com/products/pro/integrations/open-api/how-to-integrate-with-tallyfy-using-api/): Tallyfy's REST API lets you connect workflow features to external systems using OAuth 2.0 authentication. Covers required headers, API terminology mapping, token management, and multi-organization setup.
- [Sniff API calls using Chrome](https://tallyfy.com/products/pro/integrations/open-api/how-to-sniff-api-calls-using-chrome/): Chrome DevTools lets you inspect every API call Tallyfy makes. Filter network requests in the Fetch/XHR panel, then copy endpoints, headers, and JSON payloads to replicate those calls in your own integrations with cURL or Postman.
- [OAuth authorization flow for third-party applications](https://tallyfy.com/products/pro/integrations/open-api/oauth-authorization-flow/): Tallyfy's OAuth 2.0 implicit grant flow lets third-party apps authenticate users by redirecting them to Tallyfy's login page and receiving a 6-month access token back in the URL fragment so the app never handles user credentials directly.
- [API clients](https://tallyfy.com/products/pro/integrations/open-api/api-clients/): Tallyfy's REST API works with any HTTP client. Find guides for tools like Postman to visually test endpoints and explore authentication without writing code.
- [API code samples](https://tallyfy.com/products/pro/integrations/open-api/code-samples/): Tallyfy's REST API code samples are organized by resource category with working examples in six programming languages. Every request requires a Bearer token along with Accept and X-Tallyfy-Client headers sent to the org-scoped base URL.
### Api clients
- [Getting started with Postman API testing](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/): Test Tallyfy's REST API in Postman without writing code. Authenticate with the password grant type, then explore endpoints for templates (checklists), processes (runs), and tasks across your organization.
### Postman
- [Advanced patterns and testing](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/advanced-patterns/): Use Postman's collection runners, Newman CLI, and monitors to automate Tallyfy API testing across multiple organizations. Covers CI/CD integration, performance monitoring, mock servers, and data-driven testing.
- [Authentication setup for Postman](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/authentication-setup/): Set up Tallyfy API authentication in Postman using OAuth 2.0 with the password grant type. Store credentials as environment variables, configure automatic token storage, and include the required Bearer token and X-Tallyfy-Client header.
- [Postman collection organization](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/collection-organization/): Organize Postman collections around Tallyfy's API resources with folder prefixes and consistent naming conventions. Good structure cuts errors and speeds up integration work.
- [Task operations and automation](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/task-operations/): Tallyfy's API lets you list, complete, and update tasks through Postman. Filter by status or assignee, save form field data, handle file uploads, and manage assignments and comments.
- [Working with templates and processes](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/templates-processes/): Tallyfy's API lets you launch processes from templates by posting to the runs endpoint with a checklist ID and optional kick-off form data. It also supports dynamic template selection and bulk launching through Postman scripts.
- [Troubleshooting common issues](https://tallyfy.com/products/pro/integrations/open-api/api-clients/postman/troubleshooting/): Most Tallyfy API failures in Postman come from a missing X-Tallyfy-Client header, wrong grant type, or expired tokens. Fix 401, 404, 422 errors, rate limiting, and file upload issues with ready-to-use debugging scripts.
### Code samples
- [Managing groups](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/): Tallyfy's Groups API lets you bundle members and guests into reusable groups that can be assigned to tasks and processes through standard create/list/get/update/delete operations scoped to your organization.
- [Authentication methods](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/): Tallyfy API authentication uses either a personal access token (lasting 6 months from Settings) or a client credentials OAuth flow (7-day tokens). Every request must include Authorization Bearer, Accept, and X-Tallyfy-Client headers.
- [Managing guests](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/): Tallyfy's API lets you manage external guest users who participate in tasks without full accounts. Create, list, retrieve, update, and delete guests using their URL-encoded email address as the identifier across organization-scoped endpoints.
- [Managing files](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/): Tallyfy's API lets you upload files up to 100MB and attach them to tasks or kick-off forms. You can also download, get metadata for, and delete file assets.
- [Managing members (users)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/): Tallyfy's API lets you manage organization members through `/users` endpoints to invite, list, retrieve, update, remove users, and change their roles.
- [Managing processes (runs)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/): Use the Tallyfy API to manage processes (runs) through org-scoped endpoints. Launch, list, update, archive, restore, and delete processes, plus retrieve activity feeds.
- [Managing tags](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/): Tallyfy's Tags API allows you to create and manage organization-scoped labels with unique titles (up to 30 characters) and optional hex colors that can be applied to templates and processes through standard CRUD endpoints with optional usage statistics.
- [Managing templates (blueprints)](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/): Tallyfy's API lets you manage process templates with standard CRUD operations. The API uses "Checklists" in endpoint paths and "Blueprints" in some method names instead of "Templates" shown in the UI.
- [Managing tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/): Tallyfy's API gives you full control over tasks, whether they live inside a running process or exist as standalone one-off items. List, retrieve, create, update, complete, and reopen them programmatically.
### Groups
- [Create group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/create-group/): Create a new group in your Tallyfy organization via a POST request with a name, description, and optional member or guest lists. You'll get the new group's details including its ID.
- [Delete group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/delete-group/): Tallyfy's DELETE endpoint at /organizations/{org_id}/groups/{group_id} permanently removes a group without deleting its members or guests. Returns a 204 No Content status on success, with code samples in JavaScript, Python, Java, Go, C++, and C#.
- [Get group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/get-group/): Fetch details of a specific group in your Tallyfy organization using a GET request. Returns the group's name, description, members, guests, and timestamps.
- [List groups](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/list-groups/): Retrieve a paginated list of all groups in your Tallyfy organization. Filter by name, sort results, and include related assets or users in the response.
- [Update group](https://tallyfy.com/products/pro/integrations/open-api/code-samples/groups/update-group/): Tallyfy's PUT endpoint for groups lets you rename a group or change its description and fully replace its member and guest lists by sending updated user IDs or email arrays to `/organizations/{org_id}/groups/{group_id}`. Includes code samples in JavaScript, Python, Java, Go, C++, and C#.
### Authentication
- [Use the client credentials flow](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/client-credentials-flow/): Tallyfy's OAuth 2.0 client credentials flow lets backend services authenticate without user login. Obtain a Client ID and Client Secret from Tallyfy Support, then exchange them for application-level tokens (valid 7 days) or user-specific tokens (valid 3 months) to call the API.
- [Get & use a personal access token](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/personal-access-token/): Authenticate with Tallyfy's API using a personal access token from Settings > Integrations > REST API. Send it as a Bearer token with Accept and X-Tallyfy-Client headers on every request. Tokens expire after six months or when you log out.
### Guests
- [Create guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/create-guest/): Tallyfy's API lets you add external guests to your organization via a POST request with just an email address and optional profile fields. It automatically links existing global guests instead of creating duplicates.
- [Delete guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/delete-guest/): Tallyfy's DELETE endpoint at `/organizations/{org_id}/guests/{guest_email}` removes a guest by URL-encoded email. It detaches them from all tasks and soft-deletes the record if they don't belong to other organizations.
- [Get guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/get-guest/): Retrieve a specific guest's details by making a GET request to `/organizations/{org_id}/guests/{guest_email}` with a URL-encoded email. You can also include completion statistics with the `with=stats` query parameter.
- [List guests](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/list-guests/): Retrieve a paginated list of guest users in your organization. You'll get detailed profiles with access history, and you can filter by email or include completion statistics.
- [Update guest](https://tallyfy.com/products/pro/integrations/open-api/code-samples/guests/update-guest/): Tallyfy's PUT endpoint at `/organizations/{org_id}/guests/{guest_email}` updates the `associated_members` field for an existing guest. Send an array of member IDs to get back the full guest record with a 201 status.
### Files
- [Delete file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/delete-file/): Tallyfy's API lets you permanently delete an uploaded file and its storage record by sending a DELETE request to the /file/ endpoint. Organization logos can't be deleted, and the alternative /assets/ endpoint only archives without removing the actual stored file.
- [Download file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/download-file/): Tallyfy's API provides two GET endpoints for retrieving uploaded files: one that returns the file inline with its original MIME type for browser display and another with a `/dl` suffix that forces a download as an attachment with the original filename preserved in the Content-Disposition header.
- [Get file metadata](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/get-file-metadata/): Tallyfy's API lets you retrieve metadata for any uploaded file (asset) by calling GET on the asset endpoint with your organization and asset IDs. It returns details like the filename, upload date, and which process or task the file is attached to.
- [Upload & attach file](https://tallyfy.com/products/pro/integrations/open-api/code-samples/files/upload-attach-file/): Tallyfy''s API uses a two-step process to attach files to form fields. First upload the file via a multipart POST to the `/file` endpoint to get an asset object, then PUT that object to link the file to a task or kick-off form field.
### Members
- [Get member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/get-member/): Tallyfy's API lets admin users fetch a specific organization member's profile by their numeric user ID through a GET request. You can optionally include related data like stats, groups, and preferences.
- [Invite member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/invite-member/): Invite new users to your Tallyfy organization by sending a POST request with their email, name, role, and a personal message. The response returns the invited user's profile with an invited status until they accept.
- [List members](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/list-members/): Tallyfy's API lets you retrieve a paginated list of organization members via a GET request. Filter by name or email, sort results, and include related data like groups and stats.
- [Remove member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/remove-member/): Tallyfy's API lets you deactivate a member from your organization using a DELETE request with optional task reassignment. It also supports a separate two-step flow for permanent deletion that requires disabling the member first.
- [Update member role](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/update-member-role/): Tallyfy's API lets you change any member's role to admin, standard, or light. Send a PUT request with the new role, and you'll get the updated member profile back.
- [Update member](https://tallyfy.com/products/pro/integrations/open-api/code-samples/members/update-member/): Tallyfy's API lets admins update a member's profile (name, timezone, and optional fields like phone or job title) via a PUT request. It returns the full updated profile on success.
### Processes
- [Activate process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/activate-process/): Tallyfy's API lets you restore an archived process run by sending a PUT request to the activate endpoint. This clears the `archived_at` field and brings the run back into default views while preserving its original status.
- [Archive process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/archive-process/): Tallyfy's API lets you soft-delete (archive) a running process via a DELETE request. The process disappears from default views while preserving all tasks and data, and you can restore it later using the activate endpoint.
- [Get activity feed for a process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/get-process-activity/): Tallyfy's activity feed API endpoint lets you pull a full audit trail of every event on a process, including task completions, comments, and status changes. Call GET on the activity-feeds resource with filters for entity type, verb, date range, and actor while supporting pagination and role-based access control.
- [Delete process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/delete-process/): Tallyfy's API lets admins permanently delete an archived process run and all its related data. Send a DELETE request to the `/runs/{run_id}/delete` endpoint, with code samples in six languages.
- [Get process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/get-process/): Retrieve full details of a specific process run by ID, with optional related data like tasks, form fields, and tags. The next_task option returns the earliest-deadline incomplete task for dashboards or notifications.
- [Launch projects](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/launch-process-without-template/): Tallyfy's API lets you create ad-hoc projects without a predefined template. Use the `separate_task_for_each_assignee` parameter on the one-off task endpoint to spin up an empty process container with individual tasks per assignee, then add more tasks by referencing the returned `run_id`.
- [Launch process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/launch-process/): Tallyfy's Launch Process API endpoint (POST to /organizations/{org_id}/runs) lets you start a new process from a template. Provide a checklist_id with optional parameters like name, pre-filled kick-off form fields, and per-step assignee or deadline overrides.
- [List processes](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/list-processes/): Use the GET runs endpoint to retrieve a paginated, filterable list of running processes in your organization. Supports optional parameters for status, ownership, tags, sorting, and including related data.
- [Update process](https://tallyfy.com/products/pro/integrations/open-api/code-samples/processes/update-process/): Tallyfy's API lets you partially update a running process by sending a PUT request with only the fields you want to change. Sending user or group arrays will fully replace all existing assignees of that type rather than appending to them.
### Tags
- [Delete tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/archive-tag/): Tallyfy's DELETE API endpoint at `/organizations/{org_id}/tags/{tag_id}` permanently removes a tag and all its associations with templates and processes and steps and tasks in an irreversible operation that returns a 204 No Content response on success.
- [Create tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/create-tag/): Tallyfy's API lets you create organization tags by sending a POST request to the tags endpoint with a required title (up to 30 characters) and an optional hex color code. It returns the new tag's ID and details with a 201 status.
- [Get tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/get-tag/): Retrieve a specific tag by its ID using a GET request to `/organizations/{org_id}/tags/{tag_id}`. Optionally include usage statistics showing how many active or archived templates and processes use that tag.
- [List tags](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/list-tags/): Retrieve all tags in your organization with optional name filtering and pagination. You can also request usage statistics showing how many templates and processes each tag is associated with.
- [Update tag](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tags/update-tag/): Modify an existing tag's title (up to 30 characters, unique per organization) or hex color code by sending a PUT request to `/organizations/{org_id}/tags/{tag_id}`. Includes code samples in JavaScript, Python, Java, Go, C++, and C#.
### Templates
- [Create a template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/create-template/): Tallyfy's API lets you create a new process template by sending a POST request to the checklists endpoint with a required title and type (procedure/form/document) along with optional settings like owner assignment, kick-off form fields, webhook URLs, and access controls. It returns the full template object with a 201 status code.
- [Archive or delete template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/delete-archive-template/): Tallyfy''s API lets you remove templates in two steps. First archive (soft delete) with a DELETE request, then permanently delete with a second DELETE request using the /delete path segment.
- [Get template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/get-template/): Tallyfy's API lets you fetch full details of any process template by its unique ID using a GET request. You can also include related data like steps and tags through query parameters.
- [List templates](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/list-templates/): Retrieve a paginated list of process templates from your Tallyfy organization using the API. Filter by title, status, tags, or owner, with code samples in JavaScript, Python, Java, Go, C++, and C#.
- [Update template](https://tallyfy.com/products/pro/integrations/open-api/code-samples/templates/update-template/): Use the Tallyfy API to update an existing template's properties through a PUT request. The title field is required, and array fields like users and groups fully replace existing lists.
### Tasks
- [Archive task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/archive-task/): Tallyfy's API lets you soft-delete (archive) a standalone one-off task by sending a DELETE request to `/organizations/{org_id}/tasks/{task_id}`. The task won't appear in default views, but all data is preserved and can be restored later.
- [Complete task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/complete-task/): Mark process tasks or standalone tasks as complete by POSTing the task ID to the right endpoint. Optionally handle approval decisions or override the completing user, with all required form fields filled beforehand.
- [Create one-off task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/create-task/): Tallyfy's API lets you create standalone one-off tasks outside any process. Send a POST request with required fields like title, task type, assignees, and deadline, plus optional settings like form fields, webhooks, and confidentiality flags.
- [Delete task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/delete-task/): Tallyfy's API lets you permanently delete a standalone one-off task along with its form fields and captured values. The DELETE request returns a 204 No Content response on success and can't be undone.
- [Get task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/get-task/): Tallyfy's API lets you fetch any single task by its ID using a GET request and optionally include related data like form fields and process run details through query parameters.
- [List organization tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/list-org-tasks/): Retrieve and filter all tasks across your organization, including process-based and one-off tasks. You'll find query parameters for status, deadline, assignment, sorting, and pagination with code examples in six languages.
- [List process tasks](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/list-process-tasks/): Retrieve all tasks for a specific process run through Tallyfy's API. Filter by status, deadline, or owner, sort and paginate results, and include related data like form fields or step details.
- [Reopen task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/reopen-task/): Reopen a completed task by sending a DELETE request to the completed-tasks endpoint. This removes the completion record, resets the task status to in-progress, and clears fields like completed_at and completer_id.
- [Update task](https://tallyfy.com/products/pro/integrations/open-api/code-samples/tasks/update-task/): Tallyfy's API lets you update any task (process or one-off) via a PUT request where you can change the title, deadline, assignees, form field values, and other properties. Assignee updates replace the entire list rather than merging, and different field types like dropdowns and checkboxes require specific JSON formatting.
### Webhooks
- [Send emails using webhooks](https://tallyfy.com/products/pro/integrations/webhooks/how-can-i-send-emails-using-webhooks-in-tallyfy/): Connect Tallyfy webhooks to middleware tools like Zapier or Make to automatically send custom emails with full process context when workflow events like task completions happen.
- [Webhook scenarios](https://tallyfy.com/products/pro/integrations/webhooks/how-can-i-use-tallyfys-webhooks-feature/): Tallyfy webhooks push JSON data to external systems when processes launch, complete, or when tasks finish. Each payload carries all form fields and metadata collected up to that point.
- [Set up webhooks](https://tallyfy.com/products/pro/integrations/webhooks/how-to-set-up-webhooks-in-tallyfy/): Tallyfy webhooks POST JSON data to external URLs when workflow events like step completions or process launches happen. Configure them at template or step level, with built-in security through the X-Tallyfy-orgID header.
- [Webhook payload structure](https://tallyfy.com/products/pro/integrations/webhooks/webhook-payload-structure/): Tallyfy webhook payloads deliver JSON data in two formats. Process-level payloads contain full process state and kick-off form data when processes launch or complete. Task-level payloads contain completed task details along with all accumulated form fields, a next_task reference pointing to the first visible incomplete task, and guest-links that provide direct access URLs for external collaborators.
### Document management
- [File request links](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/): File request links let you collect documents from external people by generating unique upload URLs and embedding them into Tallyfy workflow tasks. Recipients can upload files directly without needing accounts, while your team keeps full control over storage and compliance.
### File request links
- [Box file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/box/): Box file requests let you securely collect files from anyone, even without a Box account, by generating unique upload links tied to specific folders. They support identity verification and metadata collection that integrate into Tallyfy workflows.
- [Google Drive file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/google-drive/): Google Drive doesn't have a built-in file request feature. Collect files from external users through third-party tools like FileDrop or File Request Pro, Google Forms, or shared folders with managed access.
- [Dropbox file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/dropbox/): Dropbox file requests let anyone upload files to your Dropbox folder without needing an account. Store these unique upload links in Tallyfy process fields to collect documents from external users during workflow tasks.
- [SharePoint file requests](https://tallyfy.com/products/pro/integrations/document-management/file-request-links/sharepoint/): SharePoint and OneDrive file requests let you generate unique upload-only links that anyone can use to submit files into specific folders. Uploaders don't need a Microsoft account, and all uploads include audit trails and malware scanning.
### Mcp server
- [Using Tallyfy MCP server with Claude (text chat)](https://tallyfy.com/products/pro/integrations/mcp-server/claude-anthropic/): Claude Desktop connects to Tallyfy's MCP server for natural language workflow management. Set up via Desktop Extensions or manual JSON config, then query tasks, analyze processes, and combine with Computer Use for visual automation.
- [Tallyfy MCP server with Google Gemini](https://tallyfy.com/products/pro/integrations/mcp-server/google-gemini/): Connect Tallyfy's MCP server to Gemini CLI, Gemini Code Assist, and Gemini Enterprise. Run OAuth 2.1 with Dynamic Client Registration for the CLI surfaces, and add Tallyfy as a Custom MCP Server data store for enterprise teams.
- [Using Tallyfy MCP server with ChatGPT](https://tallyfy.com/products/pro/integrations/mcp-server/openai-chatgpt/): ChatGPT Enterprise and Team users can connect to Tallyfy's MCP server through OAuth 2.1 to manage workflows and search tasks using natural language. The text-based interface works well for queries but can't replace Tallyfy's visual UI.
- [Using Tallyfy MCP server with Microsoft Copilot Studio](https://tallyfy.com/products/pro/integrations/mcp-server/microsoft-copilot-studio/): Connect Tallyfy's MCP server to Microsoft Copilot Studio through Power Platform custom connectors. Automate workflows and manage processes via natural language with enterprise security features like VNet isolation and DLP policies.
- [Using SSO with MCP servers](https://tallyfy.com/products/pro/integrations/mcp-server/sso-authentication/): SSO integration with MCP servers removes repeated authentication across AI tools. Users log in once with corporate credentials through providers like Azure AD or Okta, gaining access to all approved workflow integrations.
### Vendors
- [ADP Workforce Now](https://tallyfy.com/products/pro/integrations/vendors/adp-workforce-now/): ADP Workforce Now handles HR and payroll but can't coordinate cross-department workflows triggered by employee events. Tallyfy launches structured processes across IT, Facilities, Finance, and Legal with clear ownership, deadlines, and escalation paths.
- [ADP Run](https://tallyfy.com/products/pro/integrations/vendors/adp-run/): Tallyfy connects ADP Run's payroll and HR functions to your wider organization by automatically launching cross-department workflows for onboarding, offboarding, and role changes that coordinate IT, Facilities, Finance, and Training teams.
- [Automation Anywhere](https://tallyfy.com/products/pro/integrations/vendors/automation-anywhere/): Tallyfy connects Automation Anywhere bots with human workflows, providing visibility and accountability for every step. When bots finish tasks, human activities like approvals and exception handling get tracked and routed properly.
- [BambooHR](https://tallyfy.com/products/pro/integrations/vendors/bamboohr/): Tallyfy extends BambooHR beyond basic HR admin by launching cross-department workflows for onboarding, offboarding, and promotions. IT, Facilities, and Finance teams get coordinated tasks with deadlines and escalation instead of manual emails.
- [Blue Prism](https://tallyfy.com/products/pro/integrations/vendors/blue-prism/): Tallyfy coordinates handoffs, exception handling, and governance between Blue Prism's bot automation and human workflows, bringing both digital and human workers into a single process.
- [Close](https://tallyfy.com/products/pro/integrations/vendors/close/): Tallyfy pairs with Close CRM to handle cross-team tasks and handoffs between sales calls and deal stages. From demo coordination to pricing approvals and onboarding, it keeps supporting work on pace with fast-moving reps.
- [Copper](https://tallyfy.com/products/pro/integrations/vendors/copper/): Tallyfy works alongside Copper CRM to coordinate cross-team tasks and structured workflows, like approvals and post-sale handoffs, that Copper's Google Workspace-based relationship tracking and pipeline management can't handle alone.
- [Freshdesk](https://tallyfy.com/products/pro/integrations/vendors/freshdesk/): Tallyfy connects Freshdesk ticket tracking with structured multi-team workflows. Launch processes with assigned tasks, deadlines, and approval chains that turn conversation threads into accountable cross-department coordination.
- [Gusto](https://tallyfy.com/products/pro/integrations/vendors/gusto/): Tallyfy automatically launches cross-department workflows for IT, equipment, training, and finance whenever employee events like new hires or terminations happen in Gusto.
- [HubSpot](https://tallyfy.com/products/pro/integrations/vendors/hubspot/): Tallyfy works alongside HubSpot by managing the hidden micro-tasks and cross-team handoffs that happen between CRM pipeline stage changes, from marketing-to-sales transitions through deal execution and post-sale customer onboarding workflows.
- [HiBob](https://tallyfy.com/products/pro/integrations/vendors/hibob/): Tallyfy extends HiBob by coordinating the cross-department workflows that HR events trigger, launching structured processes across IT and facilities and finance and training teams whenever a new hire or role change or departure happens in Bob.
- [Insperity](https://tallyfy.com/products/pro/integrations/vendors/insperity/): Tallyfy coordinates the cross-department workflows that Insperity's PEO and HR outsourcing services don't cover, automatically launching IT provisioning and facilities setup and training enrollment and equipment tracking across every team whenever employee events like new hires or terminations occur in Insperity.
- [Intercom](https://tallyfy.com/products/pro/integrations/
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