--- title: "Connect PayPro to Tallyfy - APIANT.ai" description: "When \"New Sale\" fires in PayPro, your agent runs \"Create Task\" in Tallyfy. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/paypro-to-tallyfy" --- # Connect PayPro to Tallyfy When **New Sale** fires in [PayPro](https://apiant.ai/connections/paypro), your agent runs **Create Task** in [Tallyfy](https://apiant.ai/connections/tallyfy). Describe the whole flow and it is built, tested on every scenario and kept running. PayPro **1** trigger PayPro **9** actions Tallyfy **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PayPro and Tallyfy to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What PayPro can start in Tallyfy - When **New Sale** in PayPro then **Create Task** in Tallyfy - When **New Sale** in PayPro then **Update Task Properties** in Tallyfy Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with PayPro and Tallyfy ## Triggers and actions 1 trigger · 23 actions - Trigger **New Sale** Triggered when a new sale is made, meaning a payment on the PayPro account has been paid. - Action **Add customer** Creates a new customer in PayPro with optional contact, address and company details, and returns the new customer's id. - Action **Add payment** Creates a new payment and returns its id, state and the checkout link to send your customer to. - Action **Add refund** Creates a full or partial refund for a PayPro payment, returning the amount back to the customer from your PayPro balance. - Action **Get customer** Returns a single PayPro customer by id, including contact details, company details and address. An error occurs if the customer is not found. - Action **Get payment** Returns a single payment by its id, including its amount, state, pay method, metadata and related records. An error occurs if the payment is not found. - Action **List customers** Returns all customers created for your PayPro account, most recent first. - Action **List payments** Returns the payments created on the PayPro account, most recent first. - Action **List payouts** Returns the payouts created on your PayPro account, most recent first, optionally limited to a creation date range. - Action **List subscriptions** Returns the subscriptions created for your PayPro account, most recent first. - Action **Add Comment** Adds a comment to a Tallyfy task. Comments support HTML formatting. - Action **Change Task Assignees** Replaces who is assigned to a task inside a Tallyfy process: members, guests and groups. - Action **Change Task Deadline** Changes the deadline of a task inside a Tallyfy process. - Action **Complete Task** Marks a task inside a Tallyfy process as completed. - Action **Create Blueprint** - Action **Create Group** Create a new group for task assignment - Action **Create Guest** Create a new guest user (external participant) - Action **Create Task** Creates a standalone task. - Action **Find Process Task** Finds tasks in processes launched from a template, matching the given template step and search text. - Action **Get Member** Fetches a member of your organization by ID, including their name, email, role and status. An error occurs if the member is not found. - Action **Get Task** Fetches a task by ID, including its status, assignees, deadline, form data and comments. An error occurs if the task is not found. - Action **Invite Member** Invites a new member to your Tallyfy organization by email. - Action **Launch Process** Launches (starts) a new process in Tallyfy from a template. - Action **Update Task Properties** Updates the properties of a task inside a Tallyfy process: title, summary, status, deadline, start date, assignees, form-field values and visibility options. Only the fields you fill in are changed. ## Each app on its own - [ **PayPro** PayPro is a payment service provider combined with affiliate marketing services.](https://apiant.ai/connections/paypro) - [ **Tallyfy** Tallyfy is a workflow platform that eliminates chaos from your repeatable processes - freeing up your time.](https://apiant.ai/connections/tallyfy) Reviews ## What our customers say ## More from PayPro - [ **PayPro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paypro-to-salesforce) - [ **PayPro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paypro-to-slack) - [ **PayPro to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paypro-to-stripe) - [ **PayPro to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paypro-to-shopify) - [ **PayPro to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paypro-to-quickbooks-online) - [ **PayPro to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/paypro-to-pipedrive) ## More into Tallyfy - [ **HubSpot to Tallyfy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tallyfy) - [ **Salesforce to Tallyfy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tallyfy) - [ **Slack to Tallyfy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tallyfy) - [ **Google Sheets to Tallyfy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tallyfy) - [ **Gmail to Tallyfy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tallyfy) - [ **Google Calendar to Tallyfy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tallyfy) Questions ## PayPro and Tallyfy, answered ### ### What can start an automation from PayPro? Any of PayPro's 1 trigger in the catalog, including New Sale. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Tallyfy when something happens in PayPro? Any of Tallyfy's 14 actions, including Create Blueprint, Create Group, Create Guest and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tallyfy to PayPro? Tallyfy has no triggers in the catalog today, so automations start in PayPro. If you need the other direction, ask: your agent reads Tallyfy's API documentation and adds it. ### ### Do I have to build a connector for PayPro or Tallyfy? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use PayPro and Tallyfy without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.