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:
|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.
- Sign in to your Tallyfy account.
- Navigate to Settings > Integrations > Authentication > REST API.
- Click View your API access token.
- Click Copy.