Make vs. Tallyfy

Integromat is the best tool for business automation in my opinion because unlike Zapier it allows us to integrate with any API even if the app is not available which allows us to create automation even with the less known apps that we use or the ones that we built internally for our own company.

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Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

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• UI/UX Simplicity and Features
• Workflows are explained in details and even people without IT background can use the tool.
• Consumption is nicely tracked.
• Myriad of existing templates, solutions, and readymade connectors.

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

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• There are always new platforms and connections that we'd like to see
• More flexibility in paying for operations (tasks) on a sliding scale, instead of by tier
• More thorough support documentation on connecting various platforms and troubleshooting errors

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• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

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Independently Invited by TrustRadius

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At this point, it is firmly embedded in the DNA of the business and to give up the ability to automate workflows and create integrations on the fly would be a terrible idea.

Make's easy to understand user interface helps you to visualize what's happening at all times. Could use some tweaks around the navigation from a scenario specifically in the folders and back navigations. I can't tell you the amount of time wasted in that area. When you branch, you can't bring a branch back together in the same scenario which is kind of a bummer as well.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The pricing schema is very attractive, almost 50% lower than the competition. You could start from free and then grow. It has a pretty big library of connections to other apps and services, which really helps you when everything is a mess. Integromat has a really easy-to-use interface. You could do almost everything with fewer than 5 clicks. Scenarios (automation steps to complete a routine) have graphics so you can configure them more easily.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Integromat allows us to do everything we used to do on Zapier but it doesn't limit us to only the popular apps, with Integromat we're integrating custom APIs and we get data from different servers through GET requests and it's exactly what we needed and Zapier couldn't provide it.

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Independently Invited by TrustRadius

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I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We used too many credits multiple times and had to buy them additionally, there are no prevention systems to setup to alert before it happens.
• Some consumption is difficult to understand and requires time and digging.
• It requires heavy internal effort to simplify things in Make in order for it to operate cheaper.
• Initial IT setup is paramount and determines a lot.

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info