> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.syncspider.com/sitemap.xml
> Use this file to discover available pages before exploring further.
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# How to integrate Tallyfy?

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1](#Step-1)
* [Step 2.](#Step-2.)
* [Step 3](#Step-3)
* [Step 4.](#Step-4.)

---

## Description

Tallyfy lets you document and automate any recurring workflow in your company. Track all your processes in real-time, on a simple and visual dashboard. Works beautifully for internal and client-facing workflows too. As an open platform, Tallyfy integrates easily to most other systems, and requires zero code to create and launch an approval workflow or business process.

---

# Entities

| Source | Target |
| --- | --- |
| Send Organizations | Add Members |
| Send Members | Add Tasks |
| Send Tasks | Add Processes |
| Send Processes | Add Blueprints |
| Send Blueprints | Add Tags |
| Send Tags |  |

---

# Steps

## Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar .

![](https://storage.crisp.chat/users/helpdesk/website/-/2/5/f/5/25f548b029b65800/e4cbe0ad-a1ff-4c65-8361-1e57f5_o6yz42.png)

## Step 2.

Enter the Name of the Integration.

You can optionally also enter a description .

And press next.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/8/d/2/68d203274310cc00/3d3d23e6-0d89-4548-9f75-f9d6b1_snopki.png)

## Step 3.

You will be prompted for the **"API Key"**. (Access Token)

![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/9/0/f8906077b4bec800/2ef79a0a-2990-49e4-a3e8-ae826f_su73vz.png)

## Step 4.

To obtain your **"API Key"** (Access Token) on the top right of your Tallyfy Dashboard click on **"Settings".**

![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/c/4/b8c446933b66f800/e96da5ea-e276-4919-962f-71c181_ow02eh.png)

Move on to **"Integrations".**

![](https://storage.crisp.chat/users/helpdesk/website/-/3/3/d/4/33d4af97c4bf5200/8fd4e079-f0ee-4679-9171-0a1953_nt89xm.png)

Then to **"REST API".**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/1/c/0/81c0ade11b4c8000/99c434af-3f27-4967-9403-efe84f_v5x1av.png)

Here click on **"VIEW YOUR API ACCESS TOKEN".**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/1/7/0/8170a4713aabf000/40d1a21f-fa42-4536-b972-ed34d9_4r31wm.png)

Copy and Paste the Access Token to SyncSpider and click Finish!

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3083879016/original/E4fv8czt8YKotb5ABFz6g_ngVMcYvgbBgQ.png?1658253074)

---

**Tallyfy** is just one of the tools we support!

To check the list of the tools and features we support, please click [here.](https://www.syncspider.com/integrations/)

If you don't see your favorite tool on our list, please take the time and send us a request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) to create an integration for you OR Up-vote it if it's already on the list :)

We develop the integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [[email protected]](/cdn-cgi/l/email-protection#64171114140b161024171d0a0717140d0001164a070b09) or our Chat Widget!