Tallyfy is designed to eliminate flowcharts and aims to focus on enabling anyone to do and track any process in the easiest possible way. This solution enables users to track the status of many processes going on at the same time - within a real-time dashboard. Examples of repeatable processes include client onboarding, customer success, guided sales and compliance checks. The vendor’s value proposition is that their solution collects valuable data about the effectiveness and…
$15
per user, per month
Workato
Score9.3 out of 10
N/A
Workato is a cloud or on-premise automation and integration platform with enterprise-grade
capabilities and no coding required. Workato provides pre-built connectors to integrate with over 300
business applications and enables task automation across apps.
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.
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
Workato is brilliant to make separate applications work together without much effort or specialists being needed. When specific events on software A should trigger actions on B (or more) and you want that to happen without any development or big budgets, that's where Workato comes into play. It's a great help if you want tasks automated, communications flowing and data synced between different applications.
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.
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 Workato product interface is brilliantly thought through and designed. The learning curve for first timers is easy enough to get started and build useful things, and Workato really shines in their ability to handle complex triggers and interactions. Workato allows people to build software apps so much faster than by coding each functionality.
Workato has fantastic documentation, making things accessible without any holes in the product. The product just works, never has any bugs, never lags, and just generally allows us to see and change exactly what we need to.
Workato has an absolutely amazing support team. We tried the free version for a while, then realized it was the single most important software tool we have, and we upgraded. The support at the paid tier is A+, seriously the best from any company we've worked with. Feels more like a good friend then a support rep.
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.
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
Customer support - responsive, but often not equipped to help efficiently identify root cause of issue. Need to improve escalation to technical resources and turnaround time
Recipe organization and sharing. Can be challenging to copy recipes, or grab recipes from publicly available site. There are often dependencies and errors that have vague descriptions.
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 sheer work Workato eliminates from people's daily jobs is simply a great contribution to people's productivity and a boost to capability. It actually strikes the balance between business and tech teams. It also reduces dependency on developers, and speeds up their delivery too. The only reason it's not a full 10/10 is for the price - it's a bit expensive for what we'd like, and their batch or high data volume processing can be improved.
They employ an extremely knowledgeable team of problem solvers. I've never had a disappointing interaction or one that has left me still searching for answers. I know that when I ask for help, they'll partner with me until we find a solution together
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 discovered that we could not use Workato for our more complex, large enterprise integrations. It was useful for simple workflows that matched the prebuilt recipes.
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 already used Zapier, but since it doesn't support NetSuite we had to choose another automation platform. Now that we've been using Workato for a few months, we have plans to move the stuff we're going through Zapier to Workato. We set up a trial account with all the other platforms, and they were all more expensive and A LOT more complicated than Workato.
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
As business consultants, Workato has greatly improved our offerings to our clients as well as improved the time frame to implement automated workflows and integrations.
For our clients, the return on investment is almost immediate. Once a Workato recipe is up and running (which can be done very fast), data is integrating, duplicate data entry and user errors are eliminated, and cross-company KPI metrics are easier to report than ever.
