Tallyfy understands that you already have systems which store data. Sometimes, you may not have any system that stores your master data. Either way, you’re covered.

There’s three possible things you can do with the data you capture in Tallyfy – you can store it and manage it within the app, push it to somewhere else using a webhook in real-time, or pull it anytime you like.

what-to-do-with-capture-data

Store it

Tallyfy stores all data collected in a run in a simple, standard format. You can use our own user interface to view it and manage it. You can also export the data in a run as a CSV file – which can be opened with Excel and many other tools. This enables you to do anything you like to process your data as needed.

Push it

Tallyfy contains a native function which “pushes” data in a step to any given endpoint whenever a step is done. This makes it very easy for you to create a “listener” or endpoint which listens for a push in real-time from Tallyfy and acts on it. An example of a push using Zapier is as follows:

  1. You want to pass through some fields about a customer into other systems as soon as a step is done.
  2. When the step is done – Tallyfy pushes to a Zapier webhook endpoint which “catches” the hook. Note that this can be any endpoint URL whatsoever – we are only using Zapier as an example.
  3. Zapier now handles everything from this point. Data is updated within your CRM, an email is sent to 4 people and an invoice is automatically raised in your invoicing system using the data that was passed in.

For more information on how to integrate Zapier within a step to push data (just as an example) – see this article.

Pull it

You can pull data using our easy REST API on the cloud.

You can also pull data anytime you like into CSV format.


The above possibilities give you the most complete and broad range of possibilities on what you want to do with the data you collect in Tallyfy and also help you integrate other web-friendly systems incredibly easily, often in minutes.

  • Andrew James

    In regard to the ‘Store it’ option, the article says ‘You can use our own user interface to view it and manage it’. I can’t find any instruction on how to do this! Any advice?

    One thing I would like to do is to have data captured in one step, shown in a different step (carried out by a different user). Is this possible?