Tallyfy (Preview)

Tallyfy is beautiful workflow software that helps you create, track and scale any repeatable process. It helps you eliminate the use of flowcharts, forms and emails by digitizing manual business processes and approval workflows.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Tallyfy
URL https://tallyfy.com
Email support@tallyfy.com
Connector Metadata
Publisher Tallyfy, Inc
Website https://tallyfy.com
Privacy policy https://tallyfy.com/policy-management/
Categories Business Management

Tallyfy is very user-friendly workflow tool that helps you document and track business processes that occur between people. You can eliminate the chaos of approvals, handovers or custom data collection for any repeatable process.

It's specifically designed for business users who are not tech-savvy and also features the ability to invite people from outside your company (such as those not on Active Directory). This capability enables your clients to complete tasks and fill out forms as part of workflows - leading to a much better customer experience.

To use this integration, you need to have an account on Tallyfy. For further information - please visit the Tallyfy integrations page or our support documentation.

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Add comment, report issue, resolve issue on a task

task deadline, in date-time format

Complete One Off Task

Complete one off task

Complete process task

Complete process task

Create a task

Create Task

Edit step type

Edit step type

Edit task deadline

Edit deadline of a task

Get a member's tasks

Get all tasks that belong to a specific member

Invite a new member to your organization

Invite a new member to your organization

Launch a Process

Launch a process using a blueprint

Remove assignee

Remove assignee of a task

Remove guest assigned

Remove guest of a task

Reopen One Off Task

Reopen one off task

Reopen process Task

Reopen process task

Add comment, report issue, resolve issue on a task

task deadline, in date-time format

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Task
task True string

Task Id

Content
content True string

Comment content

Comment Label
label True string

Comment label

Returns

response
object

Complete One Off Task

Complete one off task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Task ID
task_id True string

Task ID

Is Approved
is_approved boolean

starred

Returns

response
object

Complete process task

Complete process task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Run Id
run True string

Run Id

Task ID
task_id True string

Task ID

Is Approved
is_approved boolean

starred

Returns

response
object

Create a task

Create Task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Users
users integer

Users to assign the task to

Guests
guests string

guest emails to assign the task to (separate emails by comma)

Task type
task_type True string

Task type

Task deadline
deadline True date-time

task deadline, in date-time format

Task description
description string

Task's description

Task name
name True string

task name

Returns

Name Path Type Description
Task ID
data.id string

Unique identifier for the created Task

Task Title
data.title string

Title of the created Task

Task Deadline
data.deadline string

Deadline of the created Task in date-time format

Task Description
data.description string

Description of the created Task

Edit step type

Edit step type

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Blueprint Id
blueprint True string

Blueprint id

Step Id
step True string

Step id

New step type
stepType string

New step type

Returns

response
object

Edit task deadline

Edit deadline of a task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Task Id
task True string

Task id

New Task Deadline
Deadline string

New task deadline

Returns

response
object

Get a member's tasks

Get all tasks that belong to a specific member

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Member
user_id True integer

Member Id

Search by Process name
q string

Search Tasks by their Process name

Task status
status string

You can search all Tasks by status

Sort by
sort string

Add minus sign (-) before sort value if you want to sort records in descending order. Ex: sort=-improvements

Task tag
tag string

Search Tasks by Tag name

Page number
page integer

Which results page to retrieve. Default is 1

Tasks per page
per_page integer

How many Tasks per page. Default is 10

Returns

Name Path Type Description
data
data array of object

data

Task ID
data.id string

Unique identified for the Task

Task Name
data.title string

The title of the Task

Process ID
data.run_id string

Unique identifier for the Task's Process (only for Process Tasks)

Task Alias
data.alias string

Unique alias for the Task (only for Process Tasks)

users
data.owners.users array of integer

users

guests
data.owners.guests array of string

guests

Task Status
data.status string

Current status of the Task

Deadline
data.deadline string

Deadline of the Task

Created Date
data.created_at string

Date the Task was created

Completed Date
data.completed_at string

Date the Task was completed

Total Tasks
meta.pagination.total integer

Number of Tasks across all pages

Page Count
meta.pagination.count integer

Number of Tasks on the current page

Invite a new member to your organization

Invite a new member to your organization

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

First name
first_name True string

Invitee's first name

Last name
last_name True string

invitee's last name

Email
email True string

invitee's work email address

Message
message True string

Message to add

Role
role True string

Role

Returns

Name Path Type Description
Member ID
data.id integer

Member's unique ID

Member's email
data.email string

Member's email

Username
data.username string

Member's username

First name
data.first_name string

Member's first name

Last name
data.last_name string

Member's last name

Full name
data.full_name string

Member's first and last name

Launch a Process

Launch a process using a blueprint

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Name of Process
name True string

Name to give the new Process

Blueprint ID
checklist_id True string

ID of the Blueprint to start the process

Summary of Process
summary string

Summary notes to include with the Process

Returns

Name Path Type Description
Process ID
data.id string

Unique ID of created Process

Blueprint ID
data.checklist_id string

ID of Blueprint the Process originated from

Process Name
data.name string

Process name

Process Summary
data.summary string

Process summary notes

Total Tasks
data.progress.total integer

Total Tasks in the Process

prerun
data.prerun array of object

prerun

collaborators
data.collaborators array of integer

collaborators

Max Task Deadline
data.max_task_deadline date-time

The latest Task deadline

Remove assignee

Remove assignee of a task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Task Id
task True string

Task id

Member Id
member True string

Member id

Returns

response
object

Remove guest assigned

Remove guest of a task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Task id
task True string

Task id

Guest Email
guest True string

Guest email

Returns

response
object

Reopen One Off Task

Reopen one off task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Task Id
task True string

Task Id

Returns

response
object

Reopen process Task

Reopen process task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Run Id
run True string

Run Id

Task
task True string

Task Id

Returns

response
object

Definitions

object

This is the type 'object'.