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
Flow Premium All Flow regions except the following:
     -   US Government (GCC)
PowerApps Premium All PowerApps regions except the following:
     -   US Government (GCC)

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

Create a task

Create 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

Create a task

Create Task

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

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

Guests
guests string

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

Users
users integer

Users to assign the task to

Returns

Name Path Type Description
Task Deadline
data.deadline string

Deadline of the created Task in date-time format

Task Description
data.description string

Description of the created Task

Task ID
data.id string

Unique identifier for the created Task

Task Title
data.title string

Title of the created Task

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 Alias
data.alias string

Unique alias for the Task (only for Process Tasks)

Completed Date
data.completed_at string

Date the Task was completed

Created Date
data.created_at string

Date the Task was created

Deadline
data.deadline string

Deadline of the Task

Task ID
data.id string

Unique identified for the Task

guests
data.owners.guests array of string

guests

users
data.owners.users array of integer

users

Process ID
data.run_id string

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

Task Status
data.status string

Current status of the Task

Task Name
data.title string

The title of the Task

Page Count
meta.pagination.count integer

Number of Tasks on the current page

Total Tasks
meta.pagination.total integer

Number of Tasks across all pages

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

Email
email True string

invitee's work email address

First name
first_name True string

Invitee's first name

Last name
last_name True string

invitee's last name

Returns

Name Path Type Description
Member's email
data.email string

Member's email

First name
data.first_name string

Member's first name

Full name
data.full_name string

Member's first and last name

Member ID
data.id integer

Member's unique ID

Last name
data.last_name string

Member's last name

Username
data.username string

Member's username

Launch a Process

Launch a process using a blueprint

Parameters

Name Key Required Type Description
Organization
org True string

Organization Id

Blueprint
checklist_id True string

ID of the Blueprint to start the process from

Name of Process
name True string

Name to give the new Process

Summary of Process
summary string

Summary notes to include with the Process

Returns

Name Path Type Description
Blueprint ID
data.checklist_id string

ID of Blueprint the Process originated from

collaborators
data.collaborators array of integer

collaborators

Process ID
data.id string

Unique ID of created Process

Max Task Deadline
data.max_task_deadline date-time

The latest Task deadline

Process Name
data.name string

Process name

prerun
data.prerun array of object

prerun

Total Tasks
data.progress.total integer

Total Tasks in the Process

Process Summary
data.summary string

Process summary notes