Tallyfy
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 |
| 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 Microsoft Entra ID). 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 connection | 100 | 60 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 | array of integer |
users |
|
|
guests
|
guests | array of string |
guests |
|
|
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
|
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'.