--- title: Tallyfy slug: tallyfy description: How to integrate Tallyfy with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_tallyfy.png createdAt: 2025-11-27T20:27:36.700Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/tallyfy.png" alt="Tallyfy logo" caption size="50" width="512" height="512"} | 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. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Tallyfy ](https://tallyfy.com/)directly. ::: # Requirements To use the Tallyfy app in Make, you must have an active Tallyfy account and an API Key, [create your account on Tallyfy.](https://tallyfy.com/) # Connect Tallyfy and Make To get started, you must first create a connection between Tallyfy and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Navigate to Settings, usually accessible via your profile picture or menu. ::: :::WorkflowBlockItem Go to the Integrations section. ::: :::WorkflowBlockItem Select REST API. ::: :::WorkflowBlockItem Locate your personal access\_token and copy it securely. ::: :::: ## Bearer Token Instructions You need to retrieve your personal access\_token from the Tallyfy platform. ::::WorkflowBlock :::WorkflowBlockItem Navigate to Settings via your profile picture or menu. ::: :::WorkflowBlockItem Go to the Integrations section. ::: :::WorkflowBlockItem Select REST API. ::: :::WorkflowBlockItem Locate your personal access\_token and copy it securely. ::: :::: ## OAuth Instructions You need to register an application and obtain your credentials. ::::WorkflowBlock :::WorkflowBlockItem Login to your Tallyfy account using your credentials. ::: :::WorkflowBlockItem Navigate to the Settings section. ::: :::WorkflowBlockItem Go to the Integrations section. ::: :::WorkflowBlockItem Select REST API. ::: :::WorkflowBlockItem Register a new application for OAuth access. ::: :::WorkflowBlockItem After registration, note the generated Client ID and Client Secret. ::: :::: ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Tallyfy module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Tallyfy modules After connecting to the Tallyfy app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add a Comment Adds a comment to an issue, creates a new issue, or marks an existing issue as resolved. ::: :::ExpandableHeading ### Archive a Process Archives a selected process, moving it from active status to an archived state for record-keeping or future reference. ::: :::ExpandableHeading ### Change a Task's Assignees Updates the list of users assigned to a specific task. ::: :::ExpandableHeading ### Change a Task's Deadline Updates the due date for a specific task. ::: :::ExpandableHeading ### Complete a Task in a Process Marks a specific task as completed within a workflow process. ::: :::ExpandableHeading ### Create a Task Creates a new task in your selected application. ::: :::ExpandableHeading ### Delete a Comment Deletes a specific comment from a selected task. ::: :::ExpandableHeading ### Delete a Task Permanently removes a specified task from your account. ::: :::ExpandableHeading ### Find a Task in a Process Searches for a specific task within a designated process. ::: :::ExpandableHeading ### Get a Process Retrieves detailed information about a specific process. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task. ::: :::ExpandableHeading ### Launch a Process Creates a new process within your selected application or system. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Update a Comment Updates the text content of an existing comment. ::: :::ExpandableHeading ### Update a Process Updates the details of a specified process. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Tallyfy resources You can have access to more resources related to this app on the following links - [Tallyfy topics on Make community](https://community.make.com/search?q=Tallyfy) - [Tallyfy website](https://tallyfy.com/) - [Tallyfy API documentation](https://tallyfy.com/products/pro/integrations/open-api/code-samples/authentication/personal-access-token/) - [Tallyfy page on make](https://www.make.com/en/integrations/tallyfy) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::