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.
The module dialog fields that are displayed in bold (in the Make Make, not in this documentation article) are mandatory!
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.