Process Management
Tallyfy
2min
getting started with tallyfy the tallyfy modules allow you to create, update, manage, and delete tasks, processes, and comments in your tallyfy account prerequisites a tallyfy account in order to use tallyfy with make, it is necessary to have a tallyfy account you can use your google or microsoft accounts or create a tallyfy account at tallyfy com https //tallyfy com/ the module dialog fields that are displayed in bold (in the make make, not in this documentation article) are mandatory! connect tallyfy to make to connect your tallyfy account to make you need to obtain the api key from your tallyfy account and insert it in the create a connection dialog in the make module log in to your tallyfy account click your profile icon > settings > integrations click view your api access token copy the acess token and organization id to your clipboard go to make and open the tallyfy module's create a connection dialog in the connection name field, enter the connection name in the access token field, enter the access token copied in step 4 in the organization id field, enter the organization id copied in step 4 and click continue the connection has been established