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Set up an OAuth 2.0 connection to Tallyfy

Rachel Shanthi Bijja
Updated

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

Set up a 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.
Auth type * Select OAuth 2.0 as the authentication type for this connection (the token option is described separately). 
OAuth 2.0 client *

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Tallyfy.
To retrieve client ID and client secret, contact the Tallyfy support team.
To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( ) button to modify a selected OAuth 2.0 client. For more information on OAuth 2.0 client, see Create a new iClient.
Scopes *

Scopes are OAuth 2.0 permissions that Tallyfy defines to limit access to your account

  • Click Scope.
  • To access all of the scopes in the API, click the » button.
        – or –
    Check the scopes you want to add and click the > button.
  • Click Save.

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see OAuth 2.0 auth universal connector documentation.

Additional references

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