A middleware platform
- ACCOUNT > How do I connect my Tallyfy account to Zapier?
- CSV > How do I export form fields from Tallyfy to a spreadsheet or CSV
- EMAIL > How do I send an email after a task is completed?
- FILE > Can I pass through files/images via Zapier?
- FORM > How do I send form fields into other systems to generate documents?
- How do I push Tallyfy data into documents for e-signatures or digital signatures on contracts?
- INTEGRATION > How can I use Tallyfy with Zapier?
- INTEGRATION > Why should you use dedicated integration platforms with Tallyfy?
- PROCESS > How can I launch a process and populate fields in a Tallyfy process from a webform?
- PROCESS > How do I automatically schedule a process to launch from a trigger on a recurring or repeating schedule, using middleware tools?
- PROCESS > How do I create and customize a 'Launch Process' zap?
- PROCESS > How to automatically launch a new process after another's task is completed using Zapier or Microsoft Power Automate?
- TASK > How can I assign tasks using Zapier or Microsoft Power Automate?
- TASK > How can I mark a process task complete using middleware like Zapier?
- WEBHOOKS > How can Tallyfy webhooks be used to send data to other apps?