Resources · Make integration

Tallyfy Make integrationAutomate Tallyfy with Make.

Can Make start a Tallyfy process for you when something happens in another tool? Yes. The Tallyfy Make integration gives you 15 modules: 14 actions and 1 search. This guide shows how to connect your account and build a first working scenario.

Try the Tallyfy integration on MakeSee the 15 modules

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What you can automate

What can the Tallyfy Make integration do for you?

The Tallyfy Make integration lets Make act inside your Tallyfy account: launch a process, create or complete tasks, move deadlines and leave comments. You build a scenario, the automation made of modules chained together, and Make runs those steps for you so nobody has to click through Tallyfy by hand.

Kick off onboarding from a signed deal. When a deal closes in your sales tool, Launch a Process starts the right Tallyfy checklist, then Add a Comment drops the deal context onto it so the team knows why it exists.

Keep work moving when plans change. An operations lead can pair Find a Task in a Process with Change a Task's Deadline or Change a Task's Assignees to push a date or hand a step to someone else as soon as a request comes in from another app.

Close the loop from outside Tallyfy. A support ticket gets resolved elsewhere; Complete a Task in a Process ticks the matching step, and Archive a Process tidies up once the run is over.

What Make will not do here: Tallyfy has no trigger module, so a change inside Tallyfy cannot start a scenario by itself. The scenario starts from another app or from Make's schedule. For anything the 15 modules miss, Make an API Call reaches the rest of the Tallyfy API. Wondering how Make stacks up against n8n? Read n8n vs Make, or check plan limits on Make pricing and hands-on help in Make training.

Connect

How do you connect Tallyfy to Make?

  1. 01

    Copy your Tallyfy access token

    In Tallyfy, open Settings from your profile picture or menu, go to Integrations, then REST API. Your personal access_token sits there. Copy it and keep it somewhere safe, it is the key Make will use.

  2. 02

    Add a Tallyfy module in Make

    Log in to Make, open your scenario and add any Tallyfy module, for example Launch a Process. Click Create a connection. You can type a label in Connection name so you recognize this account later, but it is optional.

  3. 03

    Paste the token and save

    Paste the credentials you copied from Tallyfy, or follow the on-screen instructions, and confirm. The connection, your Tallyfy account linked to Make once, is now reused by every Tallyfy module in all your scenarios.

First scenario

Build your first scenario with Tallyfy

GoalWhen a new client lands in another app, Make launches a Tallyfy process and posts a comment on it.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the +. Pick the app where new clients appear, such as your form or CRM, and set its module as the starting point.

  2. 02

    Add Launch a Process

    Click the + on the right, search for Tallyfy and choose Launch a Process. Use Create a connection if you have not linked Tallyfy yet, then fill the fields with data mapped from the first module.

  3. 03

    Add a Comment on the new process

    Add one more module: Add a Comment. Map the process data returned by the previous step and write the note your team should read first, like the client name taken from the first app.

  4. 04

    Test with Run once

    Click Run once. Make runs the scenario one time and shows the bundles each module received, a bundle being one item passed along. Open Tallyfy and check that the process and comment are there.

  5. 05

    Schedule and switch it on

    Open the clock on the first module. A new scenario runs every 15 minutes by default, and each module run counts as one operation on your plan. Adjust if needed, then switch the scenario on.

Modules

Every Tallyfy module in Make

Tallyfy gives you 15 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Tallyfy1

Add a Comment

Action

In Make“Adds a comment, issue or resolves issue.”

Posts a note on a Tallyfy task so the people doing the work see context without leaving Tallyfy. It can also raise an issue on the task or mark one as resolved.

When to use it
a customer replies by email elsewhere and you want that reply visible on the step your colleague is handling.
Watch out
raising an issue and adding a plain comment are different choices in the same module, so pick the one you mean.
Tallyfy2

Archive a Process

Action

In Make“Archives a process.”

Moves a finished or abandoned Tallyfy process out of the active list, which keeps dashboards readable for the whole team. Your team's daily views then show only the runs that are still alive.

When to use it
a deal is marked lost in your CRM and the onboarding run that was launched for it no longer has a reason to stay open.
Tallyfy3

Change a Task's Assignees

Action

In Make“Changes a task's assignees.”

Hands a Tallyfy task to different people without anyone opening the task manually. Make swaps who is responsible, so nobody has to reassign it by hand.

When to use it
someone is marked out of office in your HR tool and their open steps should go to a backup.
Watch out
locate the exact task first, often with Find a Task in a Process.
Tallyfy4

Change a Task's Deadline

Action

In Make“Changes a task's deadline.”

Moves the due date of a Tallyfy task so the schedule reflects what really happens outside Tallyfy. Your team works from the real date, not the one planned weeks ago.

When to use it
a client pushes a kickoff meeting in your calendar app and the preparation step should shift along with it.
Watch out
map the date from the source app rather than typing a fixed value.
Tallyfy5

Complete a Task in a Process

Action

In Make“Completes a task in a process.”

Ticks a step as done inside a running Tallyfy process, which lets the checklist move on to the next person. No one has to remember to come back and close it.

When to use it
an invoice is marked paid in your accounting app and the matching payment step can be closed automatically.
Watch out
make sure the scenario targets the right process, not a similar one.
Tallyfy6

Create a Task

Action

In Make“Creates a task.”

Adds a new task in Tallyfy from whatever event your scenario reacts to. You get a follow-up item with an owner, instead of a request lost in a chat thread.

When to use it
a colleague submits an internal request form and it needs to become a trackable piece of work.
Watch out
to run a whole template of steps, Launch a Process fits better than single tasks.
Tallyfy7

Delete a Comment

Action

In Make“Deletes a comment of the task.”

Removes a comment from a Tallyfy task, useful when an automated note was posted by mistake or no longer applies. The thread stays clean for the people reading it.

When to use it
a test run posted placeholder comments and you want to clear them in one pass.
Watch out
double check which comment the scenario targets before switching it on, since Make will not ask you to confirm.
Tallyfy8

Delete a Task

Action

In Make“Deletes a task.”

Erases a Tallyfy task entirely, for work that should never have existed rather than work that is finished. Your lists then show only what still matters.

When to use it
a duplicate request created two tasks and the extra one must disappear.
Watch out
if the job is simply done, Complete a Task in a Process is the right pick: it closes the step instead of erasing it.
Tallyfy9

Get a Process

Action

In Make“Returns process data.”

Reads the details of one Tallyfy process and hands them to the next modules as data you can map. It changes nothing; it only fetches.

When to use it
before posting a status update to your team chat, you need the process name and its current state to write a useful message.
Watch out
you need the process reference, usually taken from an earlier module.
Tallyfy10

Get a Task

Action

In Make“Reads a task's information.”

Pulls the information of a single Tallyfy task so later modules can decide what to do with it. Think of it as a lookup when you already know which task you want.

When to use it
a filter should only continue if the task still belongs to a given person.
Watch out
when you do not know the task yet, start with Find a Task in a Process instead.
Tallyfy11

Launch a Process

Action

In Make“Creates new process.”

Starts a new Tallyfy process, the full run of a checklist with every step and owner, from an event in another app. This is usually the module that makes the integration worth it.

When to use it
a new hire is added to your HR tool and their onboarding checklist should begin straight away.
Watch out
map a clear process name, or every run will look identical in Tallyfy.
Tallyfy12

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Calls any endpoint of the Tallyfy API with the connection you already set up, covering what the other 14 modules do not offer. It is the way out when a listed module is missing.

When to use it
you need a Tallyfy operation that none of the named modules handles.
Watch out
you write the request yourself, so keep Tallyfy's API reference open while building it.
Tallyfy13

Update a Comment

Action

In Make“Updates comment's content.”

Rewrites the text of an existing comment on a Tallyfy task, so one note stays current instead of piling up new ones. Readers see a single, accurate message.

When to use it
a shipment status changes in your logistics tool and the tracking note on the delivery step should show the latest state.
Watch out
store the comment reference when you first post it, or you cannot target it later.
Tallyfy14

Update a Process

Action

In Make“Updates selected process.”

Edits a running Tallyfy process after launch, so its details keep matching reality. The steps continue; only the information on the process changes.

When to use it
a client renames their project in your CRM and the process tied to it should carry the new name.
Watch out
changing one process is different from changing its template; this module touches only the run you point it at.
Tallyfy15

Find a Task in a Process

Search

In Make“Finds a task in a process.”

Searches a Tallyfy process for the task you need and returns it for the following modules. It is the bridge between knowing the process and acting on a precise step.

When to use it
before changing a deadline or an assignee, you must locate which task inside the run to update.
Watch out
a search can return zero, one or several bundles, so add a filter when only one should pass.
Need help

Need help automating Tallyfy with Make?

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FAQ

Tallyfy and Make: common questions

01Is the Tallyfy Make integration free?
Yes, Tallyfy is a standard app in Make, so it works from the Free plan. That plan allows 2 active scenarios, runs no more often than every 15 minutes, stops each run after 5 minutes and caps files at 5 MB with 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute, remove the cap on active scenarios and allow 40 minutes per run. Usage is counted in operations, one per module run on each bundle. Tallyfy's own subscription is a separate matter handled with Tallyfy.
02What do you need to connect Tallyfy to Make?
An active Tallyfy account and your personal access token. In Tallyfy, go to Settings, then Integrations, then REST API, and copy the access_token shown there. In Make, add any Tallyfy module, click Create a connection, optionally name it, and paste the token. The Tallyfy documentation also describes an OAuth route, where you register an application in the same REST API section to get a Client ID and Client Secret. Once saved, the connection is reused by every Tallyfy module you add.
03Can a Tallyfy event trigger a Make scenario in real time?
No. Tallyfy has no trigger module in Make, neither scheduled nor instant, so nothing inside Tallyfy can start a scenario on its own. You start the scenario another way: with a trigger from a different app, such as a form or a CRM, or with Make's scheduling on the first module, every 15 minutes by default. From there, the Tallyfy actions and the search module do their work in the following steps. It changes where the flow begins, not what you can do in Tallyfy.
04What if the Tallyfy module you need is missing in Make?
Use Make an API Call. It reaches any endpoint of the Tallyfy API with the same connection, so you are not limited to the 15 listed modules. You write the request yourself, which takes a little more care than filling a form. Keep in mind that the Make documentation for Tallyfy says it was generated with AI from Tallyfy's documentation and may contain errors, so when something behaves oddly, check Tallyfy's own reference or contact Tallyfy directly.
05Should you use Make or n8n for Tallyfy?
It depends on your setup. On Make, Tallyfy comes with 14 actions, 1 search and Make an API Call, and it works from the Free plan, which covers most process automation around launches, tasks and comments. The sensible move is to build where your other automations already live, so your team keeps one place to watch. If you are weighing both tools, check whether n8n offers a Tallyfy node that covers the steps you need before deciding.
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