Tallyfy

tallyfy is a cloud based workflow and process management platform that helps teams automate, track, and optimize business processes integrating tallyfy with make com enables seamless automation and synchronization of workflows across multiple apps and services this is ai generated content based on official tallyfy documentation the content may still contain errors—please verify important information if you have questions on vendor documentation, contact https //tallyfy com/ directly requirements to use the tallyfy app in make, you must have an active tallyfy account and an api key, https //tallyfy com/ connect tallyfy and {{product name}} to get started, you must first create a connection between tallyfy and {{product name}} , allowing the two services to communicate you can connect using the following method personal access token,bearer token,oauth personal access token instructions you need to retrieve your personal access token from your tallyfy account settings navigate to settings, usually accessible via your profile picture or menu go to the integrations section select rest api locate your personal access token and copy it securely bearer token instructions you need to retrieve your personal access token from the tallyfy platform navigate to settings via your profile picture or menu go to the integrations section select rest api locate your personal access token and copy it securely oauth instructions you need to register an application and obtain your credentials login to your tallyfy account using your credentials navigate to the settings section go to the integrations section select rest api register a new application for oauth access after registration, note the generated client id and client secret create the connection in {{product name}} https //www make com/en/register , add the tallyfy module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your tallyfy or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page tallyfy modules after connecting to the tallyfy app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a comment adds a comment to an issue, creates a new issue, or marks an existing issue as resolved archive a process archives a selected process, moving it from active status to an archived state for record keeping or future reference change a task's assignees updates the list of users assigned to a specific task change a task's deadline updates the due date for a specific task complete a task in a process marks a specific task as completed within a workflow process create a task creates a new task in your selected application delete a comment deletes a specific comment from a selected task delete a task permanently removes a specified task from your account find a task in a process searches for a specific task within a designated process get a process retrieves detailed information about a specific process get a task retrieves detailed information about a specific task launch a process creates a new process within your selected application or system make an api call executes a custom api request to the connected service using your authorized credentials update a comment updates the text content of an existing comment update a process updates the details of a specified process templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} tallyfy resources you can have access to more resources related to this app on the following links https //community make com/search?q=tallyfy https //tallyfy com/ https //tallyfy com/products/pro/integrations/open api/code samples/authentication/personal access token/ https //www make com/en/integrations/tallyfy