Workflow Made Easy

Basics

Basics

Start Here!

6 articles

Features

Templates & Steps

Map out your repeated processes

75 articles

Triggers

When "TRIGGER" happens do something

7 articles

Documents

Capture how-to's and playbooks

12 articles

Processes & Tasks

Blueprints in action

93 articles

Roles & Permissions

Choose who sees what

19 articles

Guests

Unlimited, free guest users for everyone

19 articles

Forms

Integrate them into processes, or not!

26 articles

Deadlines

Clear dates = less confusion

6 articles

Rules

Specific conditions require specific steps

16 articles

Notifications & Emails

Alerts for optimal communication

16 articles

Account Settings

Refine your account here

52 articles

Testing & Training

Tips to optimize your Tallyfy experience

12 articles

Billing

Pricing, Plans, Upgrades

20 articles

Terms & Legals

Keep everything private and secure

4 articles

Tallyfy Support & Services

General Questions and Customer Service

29 articles

Integrations

API

Using our REST API and webhooks

15 articles

Email

Integrate email features

2 articles

Power Automate

A middleware platform

7 articles

Zapier

A middleware platform

15 articles

Middleware

Move data between apps.

21 articles

Authentication

SSO: Single Sign On Options

4 articles

Slack

Using our native Slack App

1 article

Analytics

General

Real-time workflow analytics

4 articles

Power BI

Using our Power BI integration for analytics

1 article

Schema

How our open dataset is structured

1 article

Tableau

Our Tableau integration for visual analytics

4 articles