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. |
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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 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.
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.
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 Make
Log in in your Make account, add the Tallyfy module to your scenario, 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 Connect an applicationConnect an application. page.
Tallyfy modules
After connecting to the Tallyfy app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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