--- title: "Tallyfy Integration" description: "Tallyfy is the workflow platform where a template is authored once and launched as a process that hands tasks to people in turn. Agents launch processes, complete and reassign tasks, fill form fields, manage members and guests and read the audit trail." url: https://flowrunner.ai/integrations/tallyfy date_modified: 2026-09-04T14:52:04-07:00 --- # Tallyfy [Productivity](https://flowrunner.ai/integrations/category/project-management-productivity) Tallyfy is the workflow platform where a template is authored once and launched as a process that hands tasks to people in turn. Agents launch processes, complete and reassign tasks, fill form fields, manage members and guests and read the audit trail. 192 actions · API key · available [Tallyfy website](https://tallyfy.com/) · [Platform Documentation](https://go.tallyfy.com/api/) · Capability data verified 2026-08-18 1. A signed agreement lands and the client onboarding procedure has to start 2. Get Template Form Fields returns the kickoff questions the template asks before anything runs 3. Launch Process starts one run of the template with the kickoff answers keyed by field id 4. Complete Kickoff Form marks the kickoff finished, which is what releases the first tasks 5. List Process Tasks confirms which tasks were released and who they went to 6. Add Bot Comment records what the agent supplied, without notifying anybody about a machine note 7. The first assignee opens their task in Tallyfy and does the part that needed a person ## What This Integration Enables Tallyfy is built on a claim most workflow tools avoid making: the interesting part of a process is the people in it. A template is authored once, launched as a process, and that process hands tasks to named members and to guests, who are outside people given work without taking up a seat. It is a queue of human decisions with structure around it, which makes it an unusually good partner for FlowRunner rather than a competitor to it. The agent runs the steps a machine should run. Tallyfy holds the steps a person should run, with the deadlines, the reassignments and the audit trail that make those steps accountable. The connector covers that surface fully: templates and their steps, stages and automated rules, processes and their tasks, form fields, comments, members, guests, groups, tags, folders, data lists, files, watchers, recurring jobs, search and the activity feed. Two design details are worth knowing because they change how a flow should be written. Archiving and deleting are separate routes rather than degrees of the same one, for both templates and processes, so the reversible option is always available and always explicit. And Add Bot Comment posts to a task without notifying anybody, which is the vendor's own acknowledgment that machine-written progress notes and messages to humans are different acts. FlowRunner treats them differently too, and its [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) design decides which writes an agent may make alone. ### Without FlowRunner **The procedure is a document**: The steps live in a wiki page and the actual work happens in an inbox **Launched by whoever remembers**: Somebody notices the trigger event and starts the checklist by hand, eventually **Machine notes shout**: Automated progress updates notify everyone assigned, so people stop reading them ### With FlowRunner **The procedure is a running process**: Each run is a real object with tasks, owners, deadlines and an audit trail **Launched by the event itself**: The system that produced the trigger launches the process with its kickoff answers filled in **Machine notes stay quiet**: Agent progress goes on the task as a bot comment that notifies nobody ## Use Case Scenarios ### Onboarding starts itself and still runs on people A contract is completed in [DocuSign](https://flowrunner.ai/integrations/docusign) or a deal reaches closed-won in [HubSpot](https://flowrunner.ai/integrations/hubspot). The agent calls Get Template Form Fields for the onboarding template, maps the deal record onto those kickoff questions, and calls Launch Process. Complete Kickoff Form releases the first tasks, which land with the account manager, the implementation lead and, through a guest record, with the client's own project contact. The agent stays involved for the machine-shaped steps: it fills form field values with Set Form Field Value as external systems confirm things, uploads documents with Upload File To Form Field, and posts progress with Add Bot Comment so the task history is complete without anybody being paged. ### Overdue work is found and escalated with context Twice a day the agent calls List Tasks across the organization to find work that is overdue, unassigned, or sitting with somebody who is out. Each finding is enriched: Get Process names the run it belongs to, and List Activity Feed shows when it last moved. Routine reminders go through Email Task Assignees, which is Tallyfy's own nudge. Genuine blockages go further: Report Task Problem puts the process into its problem state so it appears on the dashboard, and a summary lands in [Slack](https://flowrunner.ai/integrations/slack) for the process owner. When the problem is resolved, Resolve Task Thread closes the conversation with a closing comment rather than leaving it open forever. ### An outside party does their part without an account A vendor has to supply insurance documents, a candidate has to return forms, a client has to approve a design. Create Guest adds them, they get tasks, and List Guest Tasks lets a flow see what they still owe. The agent chases politely on a schedule and files what comes back. When the engagement ends, the flow uses Disable Guest rather than Delete Guest, because disabling stops access while leaving the completed work attributed. Reset Guest Link is kept for the case it exists for, which is a link that has reached the wrong person, and it is used knowing it invalidates the link the guest currently has. ## Human-in-Loop Highlight Update Process Tasks changes the deadline or the assignees of several tasks in one call, and Tallyfy documents the behavior that makes it dangerous: leaving the task list empty applies the change to every task in the process. That is a useful capability and an easy accident, and the two are the same call. A flow rebalancing work after somebody leaves, or pushing deadlines after a delay, is exactly the kind of flow where a filter can silently match nothing and turn a targeted edit into a whole-process rewrite. So the agent resolves the set first and shows its work. It posts to the process owner: "Reassigning Priya's open work on Northwind Implementation. Six tasks match: three in the Build stage due this week, two in Review, one overdue since Tuesday. Proposed new assignee is D. Achebe. This will not touch the other 14 tasks in the process. Apply to these six?" The owner confirms, and the agent sends the six explicit task ids rather than an empty list. Get Member Reassignment Information gives the same flow its starting point when somebody is actually leaving, since it reports what a member currently holds and therefore what has to be handed over before Remove Member can be called at all. The pattern is the same either way: the agent finds the work, a person confirms the blast radius, and the write is scoped to what was confirmed. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 192 actions ### Templates 17 - **List Templates** Lists the organization's templates, which are the reusable blueprints a process is launched from. - **List Template Names** Returns just the id and name of every template. The cheap call when a flow only needs to resolve one by name. - **Get Template** Returns one template, optionally with its steps and everything hanging off them. - **Create Template** Creates a template. It starts unpublished, so add its steps before anybody can launch from it. - **Update Template** Changes a template. Only the fields supplied are sent, so anything left empty keeps its current value. - **Publish Template** Publishes a template so processes can be launched from it. A template edited afterwards has to be published again. - **Set Template Status** Changes a template's status. - **Pin Template** Pins a template to the top of the library, or unpins it. - **Archive Template** Archives a template. It leaves the library but keeps its history, and it can be restored. - **Restore Template** Brings an archived template back into the library. - **Delete Template** Deletes a template for good. Archiving is the reversible route, and this is a separate operation rather than a stronger form of it. - **Clone Template** Copies a template, optionally out of another organization the token can reach. - **Export Template** Asks Tallyfy to prepare a template for export and reports where the finished file can be collected. - **Get Template Form Fields** Returns the kickoff form fields a template asks for when a process is launched. The read that makes an automated launch possible. - **Get Template Step Deadlines** Returns when each step would fall due, worked out from the deadline rules on the steps. - **Get Template Permissions** Returns who may read, edit, duplicate and launch a template. - **Update Template Permissions** Replaces who may read, edit, duplicate and launch a template. Each list replaces what was there, so send the whole list. ### Steps 16 - **List Steps** Lists the steps of a template, which are what become tasks once a process is launched. - **Get Step** Returns one step with its form fields and assignment rules. - **Create Step** Adds a step to a template. Its deadline is a rule relative to the launch or to another step, not a calendar date. - **Update Step** Changes a step. Only the fields supplied are sent. - **Delete Step** Removes a step from a template. Processes already launched keep the task it created. - **Reorder Step** Moves a step to another position in the template. - **Clone Step** Copies a step, optionally into a different organization the token can reach. - **Link Step To Stage** Puts a step into a stage, which is how a template is grouped into phases on the board view. - **Unlink Step From Stage** Takes a step out of whatever stage it sits in. - **Add Step Form Field** Adds a form field to a step, so the task it becomes collects data. Choice-style fields need their options supplied. - **Update Step Form Field** Changes a form field on a step. - **Delete Step Form Field** Removes a form field from a step. - **Reorder Step Form Fields** Sets the order of a step's form fields. Send every field id in the order wanted, because anything left out lands unpredictably. - **Add Step Comment** Comments on a step of a template, which is how template authors discuss a change. - **Update Step Comment** Edits a comment on a step. - **Delete Step Comment** Removes a comment from a step. ### Stages and Automations 7 - **Create Stage** Creates a stage, which groups steps or tasks into a phase on the board view. - **Update Stage** Renames a stage or moves it among the others. - **Delete Stage** Removes a stage. The steps and tasks in it stay, no longer grouped. - **Add Automated Action** Adds a rule to a template: when these conditions hold, do these things. Conditions and actions are Tallyfy's own nested shapes and are passed through as objects. - **Update Automated Action** Changes a rule on a template. - **Delete Automated Action** Removes a rule from a template. - **Reorder Automated Action** Moves a rule among the others, which decides the order they are evaluated in. ### Processes 14 - **List Processes** Lists the organization's processes, which are the running instances of templates. - **List Process Names** Returns just the id and name of every process. The cheap call for resolving one by name. - **Get Process** Returns one process, optionally with its tasks and form field values. - **Launch Process** Launches a process from a template. The operation this whole connector is really for, and kickoff answers go in keyed by the field ids the template reports. - **Update Process** Changes a running process. Only the fields supplied are sent. - **Archive Process** Archives a process. It leaves the active list but keeps its history. - **Unarchive Process** Brings an archived process back into the active list. - **Delete Process** Deletes a process for good, along with its tasks and comments. Archiving is the reversible route. - **Export Process** Asks Tallyfy to prepare a process for export, including its tasks, comments and answers. - **Get Process Form Fields** Returns a process's form fields together with what has been answered so far. - **Complete Kickoff Form** Marks a process's kickoff form finished, which is what releases the first tasks. - **Reopen Kickoff Form** Reopens a kickoff form so its answers can be changed. - **Get Process Permissions** Returns who may see and act on one process. - **Update Process Permissions** Replaces who may see and act on one process. Each list replaces what was there. ### Tasks 18 - **List Tasks** Returns tasks across the organization. The read behind finding work that is overdue, unassigned or waiting on somebody. - **Get Task** Returns one task, optionally with its comment threads. - **Create Task** Creates a one-off task that stands on its own rather than coming from a template. Its deadline is a real timestamp, unlike a step's. - **Update Task** Changes a one-off task. - **Delete Task** Deletes a one-off task. - **Restore Task** Brings a deleted one-off task back. - **Complete Task** Marks a task complete. The task id travels in the body, because the route addresses the completion rather than the task. - **Reopen Task** Reopens a completed task. - **Clone Task** Copies a task. - **Email Task Assignees** Sends a reminder email to everyone the task is assigned to. Tallyfy's own nudge, and the right first escalation before anything louder. - **Link Task To Process** Attaches a one-off task to a process so it appears alongside that process's own tasks. - **Unlink Task From Process** Detaches a one-off task from a process. - **Link Task To Template** Attaches a one-off task to a template, which associates a standing task with the procedure it belongs to. - **Unlink Task From Template** Detaches a one-off task from a template. - **Search Tasks** Searches for a task inside a template's structure, by step or by kickoff field. - **List Template Tasks** Returns the tasks that currently exist across every process launched from one template. - **List My Completed Tasks** Returns what the connected member has completed. - **List Member Completed Tasks** Returns what one member has completed. ### Process Tasks 13 - **List Process Tasks** Returns the tasks inside one process, in the order they run. - **List Process Tasks By Stage** Returns a process's tasks grouped into their stages, which is the board view. - **Get Process Task** Returns one task inside a process. - **Update Process Task** Changes a task inside a process, including filling in its form field values. - **Complete Process Task** Marks a task inside a process complete. - **Reopen Process Task** Reopens a completed task inside a process. - **Add Tasks To Process** Adds ad hoc tasks to a running process without touching the template it came from. - **Update Process Tasks** Changes the deadline or the assignees of several tasks at once. Leaving the task list empty applies the change to every task in the process, which is the operation this page's human gate exists for. - **Reorder Process Task** Moves a task to another position inside its process. - **Link Process Task To Stage** Puts a task into a stage of its process. - **Unlink Process Task From Stage** Takes a task out of whatever stage it sits in. - **Force Process Task Action** Shows or hides a task that a rule would otherwise have decided about. The manual override on an automated process. - **Email Process Task Assignees** Sends a reminder email to everyone a task inside a process is assigned to. ### Comments 9 - **Add Task Comment** Comments on a task and notifies the people on it. The ordinary way a flow says something a person is meant to read. - **Add Bot Comment** Comments on a task without notifying anybody. The right call for machine-written progress notes, which is why an agent's routine updates should use it. - **Update Task Comment** Edits a comment on a task. - **Delete Task Comment** Removes a comment from a task. - **Report Task Problem** Raises a problem on a task, which puts the process into its problem state and surfaces it on the dashboard. - **Resolve Task Thread** Marks a comment thread resolved with a closing comment. - **List Comment Reactions** Lists the reactions on a comment. - **Add Comment Reaction** Reacts to a comment. - **Delete Comment Reaction** Removes a reaction from a comment. ### Form Fields 5 - **Add Task Form Field** Adds a form field to a one-off task so completing it collects data. Choice-style fields need their options supplied. - **Update Task Form Field** Changes a form field on a one-off task. - **Delete Task Form Field** Removes a form field from a one-off task. - **Reorder Task Form Fields** Sets the order of a one-off task's form fields. - **Set Form Field Value** Fills in one form field. The id here is the id of the answer on this particular task, which the process form fields read returns, not the id of the field on the template. ### Members 20 - **Get Current User** Returns the person the access token belongs to. The quickest check that a connection works. - **List My Organizations** Returns the organizations the token can reach, which is where the connection's organization id comes from. - **List Members** Returns everyone with a seat in the organization. - **List Member Names** Returns just the id and name of every member. The cheap call for resolving a name. - **Get Member** Returns one member's profile. - **Update Member** Changes a member's profile. - **Invite Member** Invites somebody as a full member, which uses a seat. - **Resend Member Invite** Sends the invitation again to somebody who has not accepted it. - **Withdraw Member Invite** Cancels an invitation that has not been accepted. - **Set Member Role** Changes what a member may do across the organization. - **Update Member Email** Changes the address a member signs in with. - **Approve Member** Approves somebody waiting to join the organization. - **Reject Member** Turns down somebody waiting to join. - **Disable Member** Suspends a member's access without deleting them, so their completed work stays attributed. - **Enable Member** Restores access for a suspended member. - **Remove Member** Takes a member out of the organization and frees their seat, with their work reassigned by the organization's own rules. - **Get Member Reassignment Information** Returns what a member currently holds, which is what has to be handed over before they can be removed. The read that makes a leaver flow honest. - **List My Notifications** Returns the notifications waiting for the connected member. - **Mark Notification Read** Marks one notification read. - **Mark All Notifications Read** Clears the connected member's notification list. ### Guests 14 - **List Guests** Returns the organization's guests, who are outside people given tasks without a seat. - **List Guest Names** Returns just the identifying fields of every guest. The cheap call for resolving an address. - **Get Guest** Returns one guest. Guests are addressed by email address on this route, and it also returns the guest code the task routes need. - **Create Guest** Adds a guest, who can be given tasks without taking a seat. - **Create Guests In Bulk** Adds several guests in one call. - **Update Guest** Changes a guest's details. - **Delete Guest** Removes a guest from the organization. - **Disable Guest** Stops a guest reaching their tasks without removing them. Usually the better call at the end of an engagement, because the completed work stays attributed. - **Enable Guest** Lets a suspended guest reach their tasks again. - **Reset Guest Link** Issues a new permanent link for a guest, which invalidates the one they currently hold. The operation for a link that reached the wrong person. - **Convert Guest To Member** Turns a guest into a full member, which takes a seat. - **Convert Member To Guest** Turns a member into a guest, which frees their seat. - **List Guest Tasks** Returns the tasks waiting for one guest, addressed by their guest code. - **List Guest Processes** Returns the processes one guest is involved in, addressed by their guest code. ### Groups 5 - **List Groups** Returns the named sets of members and guests that work can be assigned to as a unit. - **Get Group** Returns one group with its membership. - **Create Group** Creates a group work can be assigned to as a unit. - **Update Group** Changes a group. Sending members or guests replaces that list, so send the whole membership. - **Delete Group** Deletes a group. The people in it keep their own access. ### Tags and Folders 14 - **List Tags** Returns the labels put on templates, processes, steps and tasks. - **Get Tag** Returns one tag. - **Create Tag** Creates a tag. - **Update Tag** Renames or recolors a tag, which changes everything carrying it. - **Delete Tag** Deletes a tag and takes it off everything carrying it. - **Attach Tag** Puts an existing tag on a template, process, step or task, with the subject type deciding which. - **Detach Tag** Takes a tag off whatever it was attached to, addressed by the attachment rather than by the tag. - **List Folders** Returns the organization's folders. Folders are typed, so the default view is the template library rather than the process folders. - **Get Folder** Returns one folder. - **Create Folder** Creates a folder. - **Update Folder** Renames a folder or moves it under another one. - **Delete Folder** Deletes a folder. What was in it is not deleted with it. - **Add To Folder** Files a process or a task into a folder. - **Remove From Folder** Takes a process or task out of a folder, addressed by the filing rather than by the item. ### Data Lists 8 - **List Data Lists** Returns the small tables a dropdown or lookup field draws its choices from. - **Get Data List** Returns one data list with its columns and rows. - **Create Data List** Creates a data list. Add its columns first, then its rows. - **Update Data List** Renames a data list. - **Delete Data List** Deletes a data list along with its rows. - **Add Data List Columns** Adds columns to a data list. Every row then carries one value per column. - **Add Data List Rows** Adds rows to a data list, each with exactly as many values as the list has columns, in the same order. - **Update Data List Cell** Changes one cell of a data list. The precise write for keeping a lookup table in step with an external source. ### Files 5 - **Upload File To Form Field** Uploads a file against a task's or template's form field, which is how a flow answers a file field. - **Get File** Returns what Tallyfy holds about one uploaded file, including where it can be downloaded from. - **Delete File** Deletes an uploaded file. - **Get Asset** Returns what Tallyfy holds about one asset, which is the wider word for anything attached anywhere. - **Archive Asset** Archives an asset, taking it out of view without deleting the bytes. ### Watchers 5 - **List Watchers** Returns the organization's watchers. A watcher carrying a webhook URL is Tallyfy's webhook subscription, so this is also how a flow audits what is calling out. - **Add Member Watcher** Makes a member watch a template, process or task. Giving it a webhook URL and the webhook channel turns it into a subscription, which is the only kind Tallyfy has. - **Add Guest Watcher** Makes a guest watch a template, process or task. - **Update Watcher** Changes how a member is notified about what they watch. - **Remove Watcher** Stops a watcher, which is also how a webhook subscription is turned off. ### Recurring Jobs 7 - **List Recurring Jobs** Returns the jobs that launch something on a schedule. - **List Recurring Job Types** Returns the kinds of recurring job the organization can create. - **Get Recurring Job** Returns one job with its schedule. - **Create Recurring Job** Creates a job that launches something on a schedule. Its schedule is Tallyfy's own nested shape and is passed through as an object. - **Update Recurring Job** Changes a recurring job. - **Archive Recurring Job** Stops a recurring job and files it away. - **Get Recurring Job History** Returns when a job has run and what it produced. ### Organization 10 - **Get Organization** Returns the organization's own record. - **Update Organization** Changes the organization's own record. - **List Organization Roles** Returns the named jobs a step can be assigned to instead of a named person. - **Create Organization Role** Creates a role, so a step can be assigned to a job rather than an individual. - **Update Organization Role** Renames a role. - **Delete Organization Role** Removes a role from the organization. - **List Text Templates** Returns the reusable blocks of wording a step can drop in. - **Create Text Template** Creates a reusable block of wording. - **Update Text Template** Changes a reusable block of wording. - **Delete Text Template** Removes a reusable block of wording. ### Search and Audit 5 - **Search** Searches across the organization. Both the text and what to search in are required, and the second can name more than one kind of thing. - **List Activity Feed** Returns what has happened in the organization, which is the audit trail behind every template, process and task. - **Undo Activity** Reverses one entry in the activity feed where Tallyfy supports undoing it. - **List System Log** Returns system events covering webhook delivery, email, billing and security rather than the work itself. - **List Email Log** Returns what Tallyfy has sent by email and what happened to it, which is where a missing notification gets diagnosed. ## Frequently Asked Questions ### What can FlowRunner do with Tallyfy? FlowRunner agents can run List Templates, List Template Names, and Get Template in Tallyfy, plus 189 more actions. ### Does connecting Tallyfy to FlowRunner require OAuth? No. Tallyfy connects to FlowRunner with an API key, no OAuth flow required. ### Can Tallyfy trigger a FlowRunner workflow automatically? Tallyfy doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Tallyfy?** This integration exposes Tallyfy to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/tallyfy. Site index: https://flowrunner.ai/llms.txt