Set up a connection to Tallyfy

Tallyfy is workflow and process management software that helps you to automate tasks, document processes, and track workflows.

Set up a connection

This video demonstrates creating a Tallyfy connection.

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting	Instructions
Name your connection *	Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
Token *	Enter your Tallyfy token. Multiple layers of protection, including AES 256 encryption, are in place to keep your token safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text. How to retrieve API access token

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see token universal connector documentation.

How to retrieve API access token

1. Sign in to your Tallyfy account.
2. Navigate to Settings > Integrations > Authentication > REST API.
3. Click View your API access token.
4. Click Copy.

Additional references

• Tallyfy API guide
• Supported Tallyfy APIs