Tallyfy
Workflow and process management software for documenting and running repeatable processes.
- Category
- Productivity & Collaboration
- Type
- Workflow & process management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token, OAuth 2.0
- Docs
- Tallyfy API docs
02Data
What you can sync.
- Processes
- Templates
- Tasks
- Form fields
- Users
Bring Tallyfy processes into your Lake and ask an AI Mind where work is stuck and why.
Need more? Name any other Tallyfy data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
- OAuth 2.0 (client ID, client secret, refresh token)
Tallyfy uses an access token or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Tallyfy if you need help.
04How it works
How it works in DataMind.
-
Pick Tallyfy.
Open Lake, pick Tallyfy in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Tallyfy API docs.
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Answer a few questions.
The AI reads the Tallyfy documentation, then asks which credentials you will use, which data to sync (for example processes and templates), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Tallyfy data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.